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 | $57,509 | $54,705+5.1% | $71,209-19.2% | $84,808-32.2% |
| Participation rate | 95.7% | 64.1%+31.6pp | 73.8%+21.9pp | 68.3%+27.3pp |
| Annual return | 17.42% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,006 | $2,158+39.3% | $2,721+10.5% | $2,631+14.2% |
| Participant deferral / active EE | $4,545 | $3,030+50.0% | $4,175+8.9% | $4,212+7.9% |
| Admin fee / account holder | $10,723 | $4,863+120.5% | $5,349+100.5% | $7,344+46.0% |