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 | $58,352 | $89,753-35.0% | $107,525-45.7% | $84,808-31.2% |
| Participation rate | 93.5% | 68.1%+25.4pp | 75.1%+18.4pp | 68.3%+25.2pp |
| Annual return | 16.86% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,684 | $3,113-45.9% | $3,754-55.1% | $2,631-36.0% |
| Participant deferral / active EE | $8,197 | $4,056+102.1% | $5,116+60.2% | $4,212+94.6% |
| Admin fee / account holder | $2,806 | $7,222-61.1% | $8,919-68.5% | $7,344-61.8% |