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 | $54,724 | $80,968-32.4% | $96,544-43.3% | $75,163-27.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.85% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,463 | $2,282+7.9% | $2,965-16.9% | $2,670-7.7% |
| Participant deferral / active EE | $5,435 | $3,928+38.4% | $4,851+12.1% | $4,125+31.8% |
| Admin fee / account holder | $4,578 | $6,724-31.9% | $8,252-44.5% | $5,651-19.0% |