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 | $55,478 | $73,933-25.0% | $96,683-42.6% | $75,163-26.2% |
| Participation rate | 83.9% | 66.4%+17.4pp | 74.3%+9.5pp | 67.2%+16.7pp |
| Annual return | 15.63% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,984 | $2,928-32.2% | $3,737-46.9% | $2,670-25.7% |
| Participant deferral / active EE | $3,018 | $3,659-17.5% | $4,878-38.1% | $4,125-26.8% |
| Admin fee / account holder | $6,301 | $5,216+20.8% | $6,730-6.4% | $5,651+11.5% |