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 | $53,457 | $92,222-42.0% | $76,768-30.4% | $135,375-60.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | 39.67% | 5.46%+34.2pp | 2.43%+37.2pp | 519.73%-480.1pp |
| Employer contribution / active EE | $1,464 | $3,216-54.5% | $2,485-41.1% | $4,779-69.4% |
| Participant deferral / active EE | $7,201 | $4,509+59.7% | $3,852+87.0% | $5,609+28.4% |
| Admin fee / account holder | $331 | $10,748-96.9% | $6,675-95.0% | $10,827-96.9% |