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 | $49,617 | $78,705-37.0% | $117,854-57.9% | $70,131-29.3% |
| Participation rate | 93.8% | 73.2%+20.6pp | 79.7%+14.1pp | 69.5%+24.2pp |
| Annual return | 23.01% | 23.30%-0.3pp | 335.08%-312.1pp | 73.14%-50.1pp |
| Employer contribution / active EE | $7,120 | $2,223+220.2% | $3,786+88.1% | $2,342+204.0% |
| Participant deferral / active EE | $7,227 | $3,297+119.2% | $4,482+61.3% | $3,332+116.9% |
| Admin fee / account holder | $1,249 | $5,065-75.3% | $8,020-84.4% | $4,645-73.1% |