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 3-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 | $55,685 | $100,923-44.8% | $150,045-62.9% | $74,304-25.1% |
| Participation rate | 79.4% | 70.1%+9.4pp | 82.3%-2.9pp | 60.3%+19.1pp |
| Annual return | 17.35% | 51.77%-34.4pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,924 | $3,463-15.6% | $4,693-37.7% | $2,241+30.4% |
| Participant deferral / active EE | $5,955 | $6,709-11.2% | $7,997-25.5% | $3,767+58.1% |
| Admin fee / account holder | $1,513 | $2,767-45.3% | $13,435-88.7% | $2,969-49.0% |