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 | $49,809 | $58,208-14.4% | $81,812-39.1% | $80,856-38.4% |
| Participation rate | 95.6% | 63.4%+32.1pp | 72.3%+23.2pp | 67.6%+27.9pp |
| Annual return | 12.09% | 41.66%-29.6pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $6,888 | $2,340+194.4% | $2,912+136.5% | $2,755+150.0% |
| Participant deferral / active EE | $2,352 | $3,281-28.3% | $4,319-45.5% | $4,296-45.3% |
| Admin fee / account holder | $10,925 | $4,981+119.3% | $7,386+47.9% | $6,918+57.9% |