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 | $57,075 | $46,869+21.8% | $122,332-53.3% | $70,131-18.6% |
| Participation rate | 96.9% | 58.2%+38.7pp | 71.6%+25.2pp | 69.5%+27.3pp |
| Annual return | 15.05% | 24.22%-9.2pp | 30.27%-15.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,873 | $1,288+200.7% | $4,050-4.4% | $2,342+65.3% |
| Participant deferral / active EE | $1,458 | $2,166-32.7% | $3,287-55.6% | $3,332-56.2% |
| Admin fee / account holder | $4,613 | $3,322+38.9% | $5,478-15.8% | $4,645-0.7% |