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 | $54,799 | $66,402-17.5% | $109,895-50.1% | $85,850-36.2% |
| Participation rate | 93.0% | 63.9%+29.2pp | 74.2%+18.8pp | 69.3%+23.7pp |
| Annual return | 14.19% | 19.59%-5.4pp | 29.45%-15.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,551 | $1,687+110.5% | $2,842+24.9% | $2,565+38.4% |
| Participant deferral / active EE | $8,125 | $2,842+185.8% | $4,048+100.7% | $3,952+105.6% |
| Admin fee / account holder | $2,030 | $4,557-55.4% | $6,066-66.5% | $6,260-67.6% |