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 | $55,317 | $89,753-38.4% | $107,525-48.6% | $84,808-34.8% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 18.82% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,500 | $3,113-19.7% | $3,754-33.4% | $2,631-5.0% |
| Participant deferral / active EE | $4,555 | $4,056+12.3% | $5,116-11.0% | $4,212+8.2% |
| Admin fee / account holder | $915 | $7,222-87.3% | $8,919-89.7% | $7,344-87.5% |