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 | $53,244 | $102,317-48.0% | $146,958-63.8% | $80,856-34.1% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 14.29% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,766 | $3,713-25.5% | $4,933-43.9% | $2,755+0.4% |
| Participant deferral / active EE | $5,520 | $6,644-16.9% | $8,070-31.6% | $4,296+28.5% |
| Admin fee / account holder | $6,526 | $7,941-17.8% | $12,998-49.8% | $6,918-5.7% |