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 | $53,769 | $77,419-30.5% | $69,455-22.6% | $152,861-64.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 23.31% | 39.06%-15.7pp | 28.97%-5.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $13,806 | $3,315+316.4% | $2,779+396.8% | $4,762+189.9% |
| Participant deferral / active EE | $4,022 | $4,414-8.9% | $3,535+13.8% | $5,850-31.2% |
| Admin fee / account holder | $1,262 | $6,207-79.7% | $3,839-67.1% | $11,596-89.1% |