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 | $57,333 | $74,888-23.4% | $71,209-19.5% | $142,382-59.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 18.89% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,554 | $2,854+24.5% | $2,721+30.6% | $4,299-17.3% |
| Participant deferral / active EE | $7,961 | $4,454+78.7% | $4,175+90.7% | $6,507+22.3% |
| Admin fee / account holder | $8,154 | $5,568+46.4% | $5,349+52.5% | $12,624-35.4% |