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 | $53,468 | $149,679-64.3% | $117,039-54.3% | $147,584-63.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.56% | 19.31%-4.8pp | 18.95%-4.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,174 | $4,937-56.0% | $3,785-42.6% | $4,876-55.4% |
| Participant deferral / active EE | $5,451 | $4,912+11.0% | $3,929+38.7% | $5,439+0.2% |
| Admin fee / account holder | $1,254 | $7,856-84.0% | $5,974-79.0% | $10,885-88.5% |