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 | $50,321 | $98,750-49.0% | $149,696-66.4% | $79,858-37.0% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 19.65% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $5,185 | $3,216+61.2% | $4,644+11.6% | $2,471+109.8% |
| Participant deferral / active EE | $7,726 | $5,680+36.0% | $6,842+12.9% | $3,740+106.6% |
| Admin fee / account holder | $4,459 | $6,053-26.3% | $9,309-52.1% | $5,306-16.0% |