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 | $55,124 | $109,881-49.8% | $150,045-63.3% | $84,808-35.0% |
| Participation rate | 91.5% | 76.1%+15.4pp | 82.3%+9.2pp | 68.3%+23.2pp |
| Annual return | 18.47% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,376 | $3,561+22.9% | $4,693-6.7% | $2,631+66.3% |
| Participant deferral / active EE | $5,375 | $6,636-19.0% | $7,997-32.8% | $4,212+27.6% |
| Admin fee / account holder | $3,841 | $8,568-55.2% | $13,435-71.4% | $7,344-47.7% |