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 | $53,225 | $77,314-31.2% | $177,989-70.1% | $80,856-34.2% |
| Participation rate | 70.0% | 65.7%+4.3pp | 77.1%-7.1pp | 67.6%+2.4pp |
| Annual return | 14.14% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,690 | $2,292+17.4% | $3,949-31.9% | $2,755-2.4% |
| Participant deferral / active EE | $5,433 | $4,411+23.2% | $6,276-13.4% | $4,296+26.5% |
| Admin fee / account holder | $5,235 | $7,191-27.2% | $10,363-49.5% | $6,918-24.3% |