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 | $50,024 | $86,944-42.5% | $107,525-53.5% | $74,304-32.7% |
| Participation rate | 90.8% | 59.6%+31.3pp | 75.1%+15.8pp | 60.3%+30.5pp |
| Annual return | 25.54% | 23.52%+2.0pp | 181.32%-155.8pp | 29.43%-3.9pp |
| Employer contribution / active EE | $3,260 | $2,757+18.3% | $3,754-13.1% | $2,241+45.5% |
| Participant deferral / active EE | $6,386 | $3,554+79.7% | $5,116+24.8% | $3,767+69.5% |
| Admin fee / account holder | $6,409 | $3,727+72.0% | $8,919-28.1% | $2,969+115.9% |