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 | $57,121 | $100,923-43.4% | $150,045-61.9% | $74,304-23.1% |
| Participation rate | 90.4% | 70.1%+20.3pp | 82.3%+8.1pp | 60.3%+30.0pp |
| Annual return | 21.11% | 51.77%-30.7pp | 62.55%-41.4pp | 29.43%-8.3pp |
| Employer contribution / active EE | $3,108 | $3,463-10.3% | $4,693-33.8% | $2,241+38.7% |
| Participant deferral / active EE | $8,529 | $6,709+27.1% | $7,997+6.7% | $3,767+126.4% |
| Admin fee / account holder | $10,857 | $2,767+292.4% | $13,435-19.2% | $2,969+265.7% |