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 | $56,820 | $76,000-25.2% | $154,107-63.1% | $64,186-11.5% |
| Participation rate | 85.5% | 70.4%+15.1pp | 83.0%+2.5pp | 69.6%+16.0pp |
| Annual return | 9.85% | 30.32%-20.5pp | 735.12%-725.3pp | 7.63%+2.2pp |
| Employer contribution / active EE | $5,483 | $3,351+63.6% | $5,298+3.5% | $2,381+130.3% |
| Participant deferral / active EE | $2,738 | $3,175-13.8% | $5,081-46.1% | $3,470-21.1% |
| Admin fee / account holder | $5,041 | $5,596-9.9% | $13,411-62.4% | $4,888+3.1% |