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 6-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 | $51,609 | $89,753-42.5% | $107,525-52.0% | $84,808-39.1% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 18.12% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,371 | $3,113-23.9% | $3,754-36.8% | $2,631-9.9% |
| Participant deferral / active EE | $8,471 | $4,056+108.9% | $5,116+65.6% | $4,212+101.1% |
| Admin fee / account holder | $5,905 | $7,222-18.2% | $8,919-33.8% | $7,344-19.6% |