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 | $51,118 | $54,762-6.7% | $90,281-43.4% | $72,985-30.0% |
| Participation rate | 96.8% | 65.1%+31.6pp | 73.3%+23.5pp | 69.5%+27.3pp |
| Annual return | 19.71% | 30.63%-10.9pp | 78.10%-58.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $5,766 | $2,092+175.5% | $2,854+102.0% | $2,440+136.3% |
| Participant deferral / active EE | $3,070 | $2,887+6.3% | $3,885-21.0% | $3,607-14.9% |
| Admin fee / account holder | $10,228 | $3,972+157.5% | $5,351+91.1% | $5,124+99.6% |