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 | $55,134 | $98,750-44.2% | $149,696-63.2% | $79,858-31.0% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.7pp |
| Annual return | 16.03% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,988 | $3,216-38.2% | $4,644-57.2% | $2,471-19.6% |
| Participant deferral / active EE | $3,546 | $5,680-37.6% | $6,842-48.2% | $3,740-5.2% |
| Admin fee / account holder | $1,604 | $6,053-73.5% | $9,309-82.8% | $5,306-69.8% |