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 | $51,546 | $109,881-53.1% | $150,045-65.6% | $84,808-39.2% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 15.74% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,544 | $3,561+27.6% | $4,693-3.2% | $2,631+72.7% |
| Participant deferral / active EE | $13,999 | $6,636+111.0% | $7,997+75.0% | $4,212+232.4% |
| Admin fee / account holder | $23,219 | $8,568+171.0% | $13,435+72.8% | $7,344+216.2% |