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 | $50,568 | $63,355-20.2% | $91,989-45.0% | $72,985-30.7% |
| Participation rate | 97.5% | 72.5%+25.0pp | 78.6%+18.9pp | 69.5%+28.0pp |
| Annual return | 26.21% | 35.35%-9.1pp | 69.02%-42.8pp | 81.00%-54.8pp |
| Employer contribution / active EE | $4,794 | $2,116+126.6% | $3,452+38.9% | $2,440+96.5% |
| Participant deferral / active EE | $6,406 | $4,883+31.2% | $5,923+8.2% | $3,607+77.6% |
| Admin fee / account holder | $1,874 | $4,668-59.8% | $7,743-75.8% | $5,124-63.4% |