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 | $54,421 | $65,395-16.8% | $182,532-70.2% | $72,985-25.4% |
| Participation rate | 91.4% | 65.4%+26.0pp | 78.0%+13.5pp | 69.5%+21.9pp |
| Annual return | 26.13% | 27.68%-1.6pp | 148.54%-122.4pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,934 | $1,911+105.9% | $4,076-3.5% | $2,440+61.3% |
| Participant deferral / active EE | $9,314 | $3,563+161.4% | $5,524+68.6% | $3,607+158.2% |
| Admin fee / account holder | $5,217 | $4,245+22.9% | $8,592-39.3% | $5,124+1.8% |