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 6-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 | $49,759 | $77,899-36.1% | $149,673-66.8% | $75,163-33.8% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 18.42% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,965 | $3,137-37.4% | $4,818-59.2% | $2,670-26.4% |
| Participant deferral / active EE | $5,208 | $3,411+52.7% | $5,680-8.3% | $4,125+26.2% |
| Admin fee / account holder | $3,763 | $5,956-36.8% | $13,210-71.5% | $5,651-33.4% |