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 | $54,468 | $74,927-27.3% | $101,794-46.5% | $84,808-35.8% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.2%+24.3pp | 68.3%+25.2pp |
| Annual return | 122.28% | 18.70%+103.6pp | 30.53%+91.8pp | 40.90%+81.4pp |
| Employer contribution / active EE | $1,724 | $1,522+13.3% | $2,289-24.7% | $2,631-34.5% |
| Participant deferral / active EE | $3,889 | $3,099+25.5% | $4,084-4.8% | $4,212-7.7% |
| Admin fee / account holder | $3,310 | $6,514-49.2% | $8,777-62.3% | $7,344-54.9% |