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 | $51,823 | $98,750-47.5% | $149,696-65.4% | $79,858-35.1% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.5%+16.5pp | 69.6%+29.3pp |
| Annual return | 21.21% | 27.43%-6.2pp | 276.60%-255.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $3,077 | $3,216-4.3% | $4,644-33.7% | $2,471+24.5% |
| Participant deferral / active EE | $4,201 | $5,680-26.0% | $6,842-38.6% | $3,740+12.3% |
| Admin fee / account holder | $3,447 | $6,053-43.1% | $9,309-63.0% | $5,306-35.0% |