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 | $52,815 | $69,207-23.7% | $64,056-17.5% | $139,434-62.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 18.89% | 45.88%-27.0pp | 33.69%-14.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,290 | $3,182+3.4% | $2,747+19.8% | $4,751-30.7% |
| Participant deferral / active EE | $5,042 | $4,682+7.7% | $3,880+29.9% | $6,710-24.9% |
| Admin fee / account holder | $1,038 | $4,244-75.5% | $3,068-66.2% | $11,403-90.9% |