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 | $63,481 | $96,484-34.2% | $75,886-16.3% | $152,861-58.5% |
| Participation rate | 93.8% | 76.2%+17.6pp | 69.3%+24.5pp | 82.4%+11.3pp |
| Annual return | 18.90% | 33.98%-15.1pp | 30.76%-11.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,000 | $3,309+51.1% | $2,500+100.0% | $4,762+5.0% |
| Participant deferral / active EE | $1,943 | $4,553-57.3% | $3,603-46.1% | $5,850-66.8% |
| Admin fee / account holder | $16,412 | $8,078+103.2% | $5,418+202.9% | $11,596+41.5% |