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 | $58,419 | $89,753-34.9% | $107,525-45.7% | $84,808-31.1% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 14.33% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,385 | $3,113-23.4% | $3,754-36.4% | $2,631-9.3% |
| Participant deferral / active EE | $3,583 | $4,056-11.7% | $5,116-30.0% | $4,212-14.9% |
| Admin fee / account holder | $7,263 | $7,222+0.6% | $8,919-18.6% | $7,344-1.1% |