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 | $53,410 | $101,724-47.5% | $164,813-67.6% | $80,856-33.9% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 32.94% | 16.72%+16.2pp | 69.93%-37.0pp | 35.59%-2.7pp |
| Employer contribution / active EE | $3,552 | $2,953+20.3% | $4,341-18.2% | $2,755+29.0% |
| Participant deferral / active EE | $9,788 | $4,477+118.6% | $6,031+62.3% | $4,296+127.9% |
| Admin fee / account holder | $29,422 | $8,227+257.6% | $12,690+131.9% | $6,918+325.3% |