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 | $50,164 | $24,730+102.8% | $66,042-24.0% | $84,808-40.8% |
| Participation rate | 73.5% | 68.1%+5.4pp | 67.5%+6.0pp | 68.3%+5.2pp |
| Annual return | 15.16% | 79.55%-64.4pp | 52.11%-37.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $714 | $857-16.6% | $1,579-54.8% | $2,631-72.8% |
| Participant deferral / active EE | $3,839 | $1,737+121.0% | $2,835+35.4% | $4,212-8.8% |
| Admin fee / account holder | $3,911 | $3,014+29.8% | $5,747-31.9% | $7,344-46.7% |