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 | $53,147 | $54,705-2.8% | $71,209-25.4% | $84,808-37.3% |
| Participation rate | 82.7% | 64.1%+18.6pp | 73.8%+8.9pp | 68.3%+14.4pp |
| Annual return | 14.66% | 35.90%-21.2pp | 282.51%-267.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,371 | $2,158-36.5% | $2,721-49.6% | $2,631-47.9% |
| Participant deferral / active EE | $2,295 | $3,030-24.3% | $4,175-45.0% | $4,212-45.5% |
| Admin fee / account holder | $7,792 | $4,863+60.2% | $5,349+45.7% | $7,344+6.1% |