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 | $55,334 | $83,477-33.7% | $125,175-55.8% | $72,985-24.2% |
| Participation rate | 79.6% | 73.3%+6.3pp | 79.8%-0.2pp | 69.5%+10.1pp |
| Annual return | 26.79% | 25.78%+1.0pp | 43.79%-17.0pp | 81.00%-54.2pp |
| Employer contribution / active EE | $4,759 | $2,345+102.9% | $3,865+23.1% | $2,440+95.0% |
| Participant deferral / active EE | $7,214 | $3,585+101.2% | $4,937+46.1% | $3,607+100.0% |
| Admin fee / account holder | $1,366 | $5,517-75.2% | $9,702-85.9% | $5,124-73.3% |