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 | $52,393 | $91,190-42.5% | $178,490-70.6% | $79,858-34.4% |
| Participation rate | 83.8% | 69.2%+14.6pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | 12.92% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,221 | $3,256+29.7% | $5,011-15.8% | $2,471+70.8% |
| Participant deferral / active EE | $2,530 | $3,236-21.8% | $5,202-51.4% | $3,740-32.4% |
| Admin fee / account holder | $9,470 | $6,751+40.3% | $13,984-32.3% | $5,306+78.5% |