See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,063 | $165,912-65.6% | $122,332-53.4% | $147,584-61.3% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 11.45% | 34.55%-23.1pp | 30.27%-18.8pp | 578.55%-567.1pp |
| Employer contribution / active EE | $339 | $5,754-94.1% | $4,050-91.6% | $4,876-93.1% |
| Participant deferral / active EE | $2,045 | $4,005-48.9% | $3,287-37.8% | $5,439-62.4% |
| Admin fee / account holder | $835 | $7,424-88.7% | $5,478-84.7% | $10,885-92.3% |