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 7-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 | $53,472 | $117,983-54.7% | $101,794-47.5% | $142,382-62.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 14.42% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $10,549 | $2,773+280.5% | $2,289+360.9% | $4,299+145.4% |
| Participant deferral / active EE | $20,331 | $4,714+331.3% | $4,084+397.8% | $6,507+212.4% |
| Admin fee / account holder | $33,687 | $10,433+222.9% | $8,777+283.8% | $12,624+166.9% |