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 | $49,984 | $24,730+102.1% | $66,042-24.3% | $84,808-41.1% |
| Participation rate | 71.2% | 68.1%+3.1pp | 67.5%+3.7pp | 68.3%+2.9pp |
| Annual return | 27.70% | 79.55%-51.9pp | 52.11%-24.4pp | 40.90%-13.2pp |
| Employer contribution / active EE | $2,564 | $857+199.3% | $1,579+62.3% | $2,631-2.6% |
| Participant deferral / active EE | $5,112 | $1,737+194.3% | $2,835+80.3% | $4,212+21.4% |
| Admin fee / account holder | $1,518 | $3,014-49.6% | $5,747-73.6% | $7,344-79.3% |