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 | $55,195 | $58,208-5.2% | $81,812-32.5% | $80,856-31.7% |
| Participation rate | 88.4% | 63.4%+25.0pp | 72.3%+16.1pp | 67.6%+20.8pp |
| Annual return | 15.27% | 41.66%-26.4pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,162 | $2,340-7.6% | $2,912-25.8% | $2,755-21.5% |
| Participant deferral / active EE | $2,839 | $3,281-13.5% | $4,319-34.3% | $4,296-33.9% |
| Admin fee / account holder | $4,238 | $4,981-14.9% | $7,386-42.6% | $6,918-38.7% |