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 | $50,702 | $67,411-24.8% | $91,001-44.3% | $70,131-27.7% |
| Participation rate | 98.9% | 71.4%+27.5pp | 75.6%+23.2pp | 69.5%+29.3pp |
| Annual return | 15.02% | -40.16%+55.2pp | 4.60%+10.4pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,319 | $1,786+85.8% | $2,456+35.1% | $2,342+41.7% |
| Participant deferral / active EE | $4,992 | $2,823+76.9% | $3,547+40.7% | $3,332+49.8% |
| Admin fee / account holder | $4,091 | $4,236-3.4% | $5,417-24.5% | $4,645-11.9% |