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 | $58,973 | $81,248-27.4% | $155,509-62.1% | $80,856-27.1% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.2%+19.3pp | 67.6%+29.8pp |
| Annual return | 16.15% | 33.31%-17.2pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,660 | $3,100-14.2% | $4,672-43.1% | $2,755-3.4% |
| Participant deferral / active EE | $5,636 | $3,452+63.3% | $5,626+0.2% | $4,296+31.2% |
| Admin fee / account holder | $4,102 | $7,997-48.7% | $15,912-74.2% | $6,918-40.7% |