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 | $52,146 | $98,750-47.2% | $149,696-65.2% | $79,858-34.7% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 28.56% | 27.43%+1.1pp | 276.60%-248.0pp | 31.71%-3.2pp |
| Employer contribution / active EE | $3,167 | $3,216-1.6% | $4,644-31.8% | $2,471+28.2% |
| Participant deferral / active EE | $7,455 | $5,680+31.2% | $6,842+9.0% | $3,740+99.3% |
| Admin fee / account holder | $1,956 | $6,053-67.7% | $9,309-79.0% | $5,306-63.1% |