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 | $52,497 | $93,571-43.9% | $135,903-61.4% | $75,163-30.2% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 48.32% | 30.90%+17.4pp | 68.23%-19.9pp | 160.62%-112.3pp |
| Employer contribution / active EE | $5,314 | $3,537+50.3% | $4,856+9.4% | $2,670+99.0% |
| Participant deferral / active EE | $10,506 | $6,404+64.1% | $7,758+35.4% | $4,125+154.7% |
| Admin fee / account holder | $12,924 | $6,975+85.3% | $10,762+20.1% | $5,651+128.7% |