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 | $53,361 | $112,881-52.7% | $90,951-41.3% | $158,922-66.4% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 20.05% | 215.79%-195.7pp | 134.60%-114.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,185 | $2,893+10.1% | $2,122+50.1% | $4,761-33.1% |
| Participant deferral / active EE | $7,608 | $4,128+84.3% | $3,373+125.6% | $5,982+27.2% |
| Admin fee / account holder | $355 | $8,041-95.6% | $5,959-94.0% | $11,246-96.8% |