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 | $54,095 | $95,416-43.3% | $185,823-70.9% | $85,850-37.0% |
| Participation rate | 72.1% | 68.8%+3.3pp | 81.7%-9.6pp | 69.3%+2.7pp |
| Annual return | 24.80% | 23.59%+1.2pp | 122.05%-97.2pp | 318.53%-293.7pp |
| Employer contribution / active EE | $1,000 | $3,314-69.8% | $5,167-80.6% | $2,565-61.0% |
| Participant deferral / active EE | $1,920 | $3,423-43.9% | $5,568-65.5% | $3,952-51.4% |
| Admin fee / account holder | $3,322 | $7,213-53.9% | $16,237-79.5% | $6,260-46.9% |