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 | $49,682 | $103,376-51.9% | $87,100-43.0% | $152,861-67.5% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 16.71% | 28.10%-11.4pp | 28.19%-11.5pp | 345.32%-328.6pp |
| Employer contribution / active EE | $4,055 | $3,220+25.9% | $2,521+60.8% | $4,762-14.8% |
| Participant deferral / active EE | $6,930 | $4,778+45.1% | $4,049+71.2% | $5,850+18.5% |
| Admin fee / account holder | $51,156 | $12,205+319.1% | $7,497+582.4% | $11,596+341.1% |