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 | $56,917 | $65,365-12.9% | $92,893-38.7% | $72,985-22.0% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 20.18% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,684 | $2,594-35.1% | $3,653-53.9% | $2,440-31.0% |
| Participant deferral / active EE | $4,405 | $3,128+40.8% | $4,236+4.0% | $3,607+22.1% |
| Admin fee / account holder | $18,633 | $4,251+338.3% | $5,794+221.6% | $5,124+263.6% |