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 | $54,937 | $89,355-38.5% | $141,162-61.1% | $72,985-24.7% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 23.95% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,453 | $3,114+10.9% | $4,735-27.1% | $2,440+41.5% |
| Participant deferral / active EE | $6,863 | $5,418+26.7% | $6,709+2.3% | $3,607+90.3% |
| Admin fee / account holder | $1,062 | $5,958-82.2% | $10,261-89.7% | $5,124-79.3% |