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 | $41,210 | $48,046-14.2% | $84,611-51.3% | $72,985-43.5% |
| Participation rate | 80.0% | 57.6%+22.4pp | 68.2%+11.8pp | 69.5%+10.5pp |
| Annual return | 19.73% | 37.38%-17.7pp | 258.74%-239.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,869 | $1,602+16.7% | $2,652-29.5% | $2,440-23.4% |
| Participant deferral / active EE | $2,757 | $2,680+2.9% | $3,899-29.3% | $3,607-23.6% |
| Admin fee / account holder | $5,667 | $3,395+66.9% | $4,912+15.4% | $5,124+10.6% |