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 | $55,161 | $62,573-11.8% | $85,682-35.6% | $85,850-35.7% |
| Participation rate | 97.8% | 61.1%+36.6pp | 69.9%+27.9pp | 69.3%+28.5pp |
| Annual return | 13.57% | 23.77%-10.2pp | 21.49%-7.9pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,299 | $1,757-26.1% | $2,618-50.4% | $2,565-49.4% |
| Participant deferral / active EE | $4,458 | $2,802+59.1% | $3,923+13.7% | $3,952+12.8% |
| Admin fee / account holder | $2,898 | $4,640-37.5% | $6,873-57.8% | $6,260-53.7% |