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 | $72,125 | $89,753-19.6% | $107,525-32.9% | $84,808-15.0% |
| Participation rate | 97.7% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.4pp |
| Annual return | 17.14% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,501 | $3,113-19.7% | $3,754-33.4% | $2,631-5.0% |
| Participant deferral / active EE | $5,752 | $4,056+41.8% | $5,116+12.4% | $4,212+36.6% |
| Admin fee / account holder | $1,356 | $7,222-81.2% | $8,919-84.8% | $7,344-81.5% |