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 | $50,183 | $98,750-49.2% | $149,696-66.5% | $79,858-37.2% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 18.92% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,858 | $3,216-11.1% | $4,644-38.5% | $2,471+15.7% |
| Participant deferral / active EE | $5,911 | $5,680+4.1% | $6,842-13.6% | $3,740+58.0% |
| Admin fee / account holder | $3,529 | $6,053-41.7% | $9,309-62.1% | $5,306-33.5% |