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 | $48,350 | $89,355-45.9% | $141,162-65.7% | $72,985-33.8% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 24.53% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $12,727 | $3,114+308.6% | $4,735+168.8% | $2,440+421.6% |
| Participant deferral / active EE | $16,250 | $5,418+199.9% | $6,709+142.2% | $3,607+350.5% |
| Admin fee / account holder | $11,278 | $5,958+89.3% | $10,261+9.9% | $5,124+120.1% |