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 | $55,101 | $78,672-30.0% | $109,143-49.5% | $85,850-35.8% |
| Participation rate | 73.3% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.0pp |
| Annual return | 11.83% | 25.09%-13.3pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,267 | $2,735+19.5% | $3,722-12.2% | $2,565+27.4% |
| Participant deferral / active EE | $3,786 | $3,467+9.2% | $4,653-18.6% | $3,952-4.2% |
| Admin fee / account holder | $7,755 | $5,469+41.8% | $6,752+14.9% | $6,260+23.9% |