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 | $50,587 | $86,286-41.4% | $111,297-54.5% | $85,850-41.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 23.62% | 19.99%+3.6pp | 54.65%-31.0pp | 318.53%-294.9pp |
| Employer contribution / active EE | $2,738 | $2,043+34.0% | $2,731+0.3% | $2,565+6.8% |
| Participant deferral / active EE | $5,574 | $3,641+53.1% | $4,487+24.2% | $3,952+41.0% |
| Admin fee / account holder | $5,331 | $8,188-34.9% | $7,964-33.1% | $6,260-14.8% |