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 | $52,242 | $43,723+19.5% | $121,196-56.9% | $64,186-18.6% |
| Participation rate | 98.2% | 58.3%+39.9pp | 71.7%+26.5pp | 69.6%+28.7pp |
| Annual return | 9.74% | 68.91%-59.2pp | 16.93%-7.2pp | 7.63%+2.1pp |
| Employer contribution / active EE | $2,158 | $1,296+66.5% | $4,022-46.3% | $2,381-9.3% |
| Participant deferral / active EE | $2,202 | $2,280-3.4% | $3,344-34.1% | $3,470-36.5% |
| Admin fee / account holder | $7,228 | $3,501+106.4% | $5,019+44.0% | $4,888+47.9% |