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 | $54,339 | $78,672-30.9% | $109,143-50.2% | $85,850-36.7% |
| Participation rate | 93.0% | 68.3%+24.7pp | 75.9%+17.1pp | 69.3%+23.7pp |
| Annual return | 14.49% | 25.09%-10.6pp | 25.75%-11.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $15,088 | $2,735+451.7% | $3,722+305.4% | $2,565+488.2% |
| Participant deferral / active EE | $2,033 | $3,467-41.4% | $4,653-56.3% | $3,952-48.5% |
| Admin fee / account holder | $3,233 | $5,469-40.9% | $6,752-52.1% | $6,260-48.4% |