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 | $52,130 | $98,750-47.2% | $149,696-65.2% | $79,858-34.7% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 22.31% | 27.43%-5.1pp | 276.60%-254.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $3,428 | $3,216+6.6% | $4,644-26.2% | $2,471+38.8% |
| Participant deferral / active EE | $6,901 | $5,680+21.5% | $6,842+0.9% | $3,740+84.5% |
| Admin fee / account holder | $3,392 | $6,053-44.0% | $9,309-63.6% | $5,306-36.1% |