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 3-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 | $54,859 | $89,753-38.9% | $107,525-49.0% | $84,808-35.3% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 18.90% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5,415 | $3,113+73.9% | $3,754+44.3% | $2,631+105.8% |
| Participant deferral / active EE | $8,383 | $4,056+106.7% | $5,116+63.9% | $4,212+99.0% |
| Admin fee / account holder | $3,433 | $7,222-52.5% | $8,919-61.5% | $7,344-53.3% |