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 | $50,719 | $89,753-43.5% | $107,525-52.8% | $84,808-40.2% |
| Participation rate | 86.4% | 68.1%+18.3pp | 75.1%+11.3pp | 68.3%+18.1pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,243 | $3,113-27.9% | $3,754-40.2% | $2,631-14.7% |
| Participant deferral / active EE | $5,957 | $4,056+46.9% | $5,116+16.5% | $4,212+41.5% |
| Admin fee / account holder | $2,902 | $7,222-59.8% | $8,919-67.5% | $7,344-60.5% |