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 | $56,683 | $98,750-42.6% | $149,696-62.1% | $79,858-29.0% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.5%-9.9pp | 69.6%+3.0pp |
| Annual return | 17.83% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,228 | $3,216-30.7% | $4,644-52.0% | $2,471-9.8% |
| Participant deferral / active EE | $3,578 | $5,680-37.0% | $6,842-47.7% | $3,740-4.3% |
| Admin fee / account holder | $2,207 | $6,053-63.5% | $9,309-76.3% | $5,306-58.4% |