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 | $57,993 | $86,286-32.8% | $111,297-47.9% | $85,850-32.4% |
| Participation rate | 93.8% | 73.3%+20.4pp | 77.3%+16.4pp | 69.3%+24.4pp |
| Annual return | 15.45% | 19.99%-4.5pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,530 | $2,043+23.8% | $2,731-7.4% | $2,565-1.4% |
| Participant deferral / active EE | $3,702 | $3,641+1.7% | $4,487-17.5% | $3,952-6.3% |
| Admin fee / account holder | $5,262 | $8,188-35.7% | $7,964-33.9% | $6,260-15.9% |