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 3-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 | $54,280 | $54,705-0.8% | $71,209-23.8% | $84,808-36.0% |
| Participation rate | 79.3% | 64.1%+15.2pp | 73.8%+5.6pp | 68.3%+11.0pp |
| Annual return | 14.91% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $524 | $2,158-75.7% | $2,721-80.7% | $2,631-80.1% |
| Participant deferral / active EE | $3,321 | $3,030+9.6% | $4,175-20.5% | $4,212-21.1% |
| Admin fee / account holder | $849 | $4,863-82.5% | $5,349-84.1% | $7,344-88.4% |