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 | $51,795 | $93,571-44.6% | $135,903-61.9% | $75,163-31.1% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 17.04% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,234 | $3,537+19.7% | $4,856-12.8% | $2,670+58.6% |
| Participant deferral / active EE | $7,482 | $6,404+16.8% | $7,758-3.6% | $4,125+81.4% |
| Admin fee / account holder | $3,839 | $6,975-45.0% | $10,762-64.3% | $5,651-32.1% |