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 | $54,026 | $54,762-1.3% | $90,281-40.2% | $72,985-26.0% |
| Participation rate | 86.4% | 65.1%+21.2pp | 73.3%+13.1pp | 69.5%+16.9pp |
| Annual return | 25.89% | 30.63%-4.7pp | 78.10%-52.2pp | 81.00%-55.1pp |
| Employer contribution / active EE | $4,464 | $2,092+113.3% | $2,854+56.4% | $2,440+83.0% |
| Participant deferral / active EE | $5,385 | $2,887+86.5% | $3,885+38.6% | $3,607+49.3% |
| Admin fee / account holder | $2,255 | $3,972-43.2% | $5,351-57.9% | $5,124-56.0% |