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 | $52,414 | $71,050-26.2% | $93,606-44.0% | $80,856-35.2% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.6%+22.4pp |
| Annual return | 20.22% | 11.26%+9.0pp | 133.20%-113.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,379 | $1,564+52.2% | $2,420-1.7% | $2,755-13.6% |
| Participant deferral / active EE | $6,297 | $4,034+56.1% | $4,411+42.7% | $4,296+46.6% |
| Admin fee / account holder | $312 | $6,945-95.5% | $8,285-96.2% | $6,918-95.5% |