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 | $57,308 | $84,556-32.2% | $116,228-50.7% | $74,304-22.9% |
| Participation rate | 98.2% | 66.0%+32.2pp | 74.6%+23.7pp | 60.3%+37.9pp |
| Annual return | 19.25% | 18.35%+0.9pp | 90.06%-70.8pp | 29.43%-10.2pp |
| Employer contribution / active EE | $2,597 | $2,168+19.8% | $2,994-13.3% | $2,241+15.9% |
| Participant deferral / active EE | $4,477 | $3,814+17.4% | $4,953-9.6% | $3,767+18.8% |
| Admin fee / account holder | $2,817 | $3,792-25.7% | $11,989-76.5% | $2,969-5.1% |