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 | $53,698 | $77,899-31.1% | $149,673-64.1% | $75,163-28.6% |
| Participation rate | 95.7% | 65.6%+30.1pp | 78.8%+16.9pp | 67.2%+28.5pp |
| Annual return | 13.56% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,046 | $3,137-2.9% | $4,818-36.8% | $2,670+14.1% |
| Participant deferral / active EE | $2,002 | $3,411-41.3% | $5,680-64.8% | $4,125-51.5% |
| Admin fee / account holder | $3,938 | $5,956-33.9% | $13,210-70.2% | $5,651-30.3% |