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 | $51,138 | $89,355-42.8% | $141,162-63.8% | $72,985-29.9% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 22.39% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,856 | $3,114+55.9% | $4,735+2.6% | $2,440+99.0% |
| Participant deferral / active EE | $5,266 | $5,418-2.8% | $6,709-21.5% | $3,607+46.0% |
| Admin fee / account holder | $1,036 | $5,958-82.6% | $10,261-89.9% | $5,124-79.8% |