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 | $53,844 | $53,516+0.6% | $126,539-57.4% | $84,808-36.5% |
| Participation rate | 93.2% | 58.2%+34.9pp | 69.8%+23.3pp | 68.3%+24.8pp |
| Annual return | 16.21% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,762 | $1,535+80.0% | $3,674-24.8% | $2,631+5.0% |
| Participant deferral / active EE | $4,015 | $2,671+50.3% | $4,083-1.7% | $4,212-4.7% |
| Admin fee / account holder | $4,218 | $4,497-6.2% | $6,065-30.4% | $7,344-42.6% |