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 | $51,533 | $56,277-8.4% | $80,975-36.4% | $62,891-18.1% |
| Participation rate | 80.0% | 69.0%+11.0pp | 75.8%+4.2pp | 69.3%+10.7pp |
| Annual return | 23.47% | 22.12%+1.3pp | 17.10%+6.4pp | 20.14%+3.3pp |
| Employer contribution / active EE | $3,520 | $1,943+81.2% | $3,714-5.2% | $2,281+54.3% |
| Participant deferral / active EE | $8,644 | $4,195+106.0% | $5,696+51.8% | $3,203+169.9% |
| Admin fee / account holder | $13,399 | $3,741+258.2% | $5,516+142.9% | $4,296+211.9% |