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 | $55,110 | $80,968-31.9% | $96,544-42.9% | $75,163-26.7% |
| Participation rate | 95.5% | 71.8%+23.8pp | 76.0%+19.6pp | 67.2%+28.3pp |
| Annual return | 18.62% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,182 | $2,282-4.4% | $2,965-26.4% | $2,670-18.3% |
| Participant deferral / active EE | $5,556 | $3,928+41.4% | $4,851+14.5% | $4,125+34.7% |
| Admin fee / account holder | $1,671 | $6,724-75.2% | $8,252-79.8% | $5,651-70.4% |