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 | $52,129 | $78,422-33.5% | $95,952-45.7% | $79,858-34.7% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 14.11% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,134 | $1,945+9.7% | $2,541-16.0% | $2,471-13.6% |
| Participant deferral / active EE | $5,555 | $3,440+61.5% | $4,167+33.3% | $3,740+48.5% |
| Admin fee / account holder | $4,321 | $5,622-23.1% | $6,795-36.4% | $5,306-18.6% |