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 | $49,648 | $51,175-3.0% | $70,515-29.6% | $75,163-33.9% |
| Participation rate | 84.6% | 60.9%+23.7pp | 68.3%+16.3pp | 67.2%+17.4pp |
| Annual return | 14.71% | 30.02%-15.3pp | 32.77%-18.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,309 | $1,826-28.3% | $2,973-56.0% | $2,670-51.0% |
| Participant deferral / active EE | $4,177 | $2,849+46.6% | $4,567-8.5% | $4,125+1.3% |
| Admin fee / account holder | $19,954 | $4,091+387.8% | $6,412+211.2% | $5,651+253.1% |