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 | $57,325 | $100,773-43.1% | $88,946-35.6% | $142,382-59.7% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 14.04% | 70.18%-56.1pp | 57.82%-43.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,347 | $2,918+83.3% | $2,555+109.3% | $4,299+24.4% |
| Participant deferral / active EE | $5,261 | $5,230+0.6% | $4,581+14.8% | $6,507-19.1% |
| Admin fee / account holder | $51,782 | $9,693+434.2% | $8,261+526.8% | $12,624+310.2% |