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 | $52,644 | $89,355-41.1% | $141,162-62.7% | $72,985-27.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 22.72% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $4,679 | $3,114+50.2% | $4,735-1.2% | $2,440+91.8% |
| Participant deferral / active EE | $8,409 | $5,418+55.2% | $6,709+25.3% | $3,607+133.1% |
| Admin fee / account holder | $2,697 | $5,958-54.7% | $10,261-73.7% | $5,124-47.4% |