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 | $51,095 | $109,881-53.5% | $150,045-65.9% | $84,808-39.8% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.2pp | 68.3%+22.3pp |
| Annual return | 21.85% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $4,380 | $3,561+23.0% | $4,693-6.7% | $2,631+66.5% |
| Participant deferral / active EE | $10,156 | $6,636+53.0% | $7,997+27.0% | $4,212+141.1% |
| Admin fee / account holder | $15,259 | $8,568+78.1% | $13,435+13.6% | $7,344+107.8% |