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 | $52,968 | $65,365-19.0% | $92,893-43.0% | $72,985-27.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.49% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,665 | $2,594+2.7% | $3,653-27.0% | $2,440+9.2% |
| Participant deferral / active EE | $4,995 | $3,128+59.7% | $4,236+17.9% | $3,607+38.5% |
| Admin fee / account holder | $1,913 | $4,251-55.0% | $5,794-67.0% | $5,124-62.7% |