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 | $53,215 | $58,512-9.1% | $84,015-36.7% | $72,985-27.1% |
| Participation rate | 98.9% | 61.2%+37.6pp | 69.0%+29.9pp | 69.5%+29.4pp |
| Annual return | 16.90% | 28.93%-12.0pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,889 | $1,163+62.4% | $1,983-4.8% | $2,440-22.6% |
| Participant deferral / active EE | $2,645 | $2,394+10.5% | $3,239-18.3% | $3,607-26.7% |
| Admin fee / account holder | $6,618 | $4,569+44.9% | $6,101+8.5% | $5,124+29.2% |