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 | $52,374 | $98,750-47.0% | $149,696-65.0% | $79,858-34.4% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 17.94% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,758 | $3,216+16.8% | $4,644-19.1% | $2,471+52.1% |
| Participant deferral / active EE | $5,938 | $5,680+4.5% | $6,842-13.2% | $3,740+58.8% |
| Admin fee / account holder | $1,212 | $6,053-80.0% | $9,309-87.0% | $5,306-77.2% |