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 | $49,485 | $54,705-9.5% | $71,209-30.5% | $84,808-41.7% |
| Participation rate | 79.1% | 64.1%+15.0pp | 73.8%+5.3pp | 68.3%+10.8pp |
| Annual return | 14.90% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,730 | $2,158+26.5% | $2,721+0.3% | $2,631+3.7% |
| Participant deferral / active EE | $5,576 | $3,030+84.0% | $4,175+33.5% | $4,212+32.4% |
| Admin fee / account holder | $12,207 | $4,863+151.0% | $5,349+128.2% | $7,344+66.2% |