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 | $53,207 | $61,774-13.9% | $97,226-45.3% | $80,856-34.2% |
| Participation rate | 93.5% | 63.5%+30.0pp | 72.7%+20.9pp | 67.6%+25.9pp |
| Annual return | 12.53% | -557.90%+570.4pp | 75.13%-62.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,877 | $1,837+56.6% | $2,729+5.4% | $2,755+4.4% |
| Participant deferral / active EE | $4,692 | $3,029+54.9% | $4,264+10.1% | $4,296+9.2% |
| Admin fee / account holder | $6,980 | $5,166+35.1% | $5,654+23.5% | $6,918+0.9% |