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 | $54,931 | $93,571-41.3% | $135,903-59.6% | $75,163-26.9% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 34.06% | 30.90%+3.2pp | 68.23%-34.2pp | 160.62%-126.6pp |
| Employer contribution / active EE | $6,616 | $3,537+87.1% | $4,856+36.2% | $2,670+147.8% |
| Participant deferral / active EE | $13,808 | $6,404+115.6% | $7,758+78.0% | $4,125+234.7% |
| Admin fee / account holder | $4,687 | $6,975-32.8% | $10,762-56.4% | $5,651-17.1% |