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 | $55,872 | $71,050-21.4% | $93,606-40.3% | $80,856-30.9% |
| Participation rate | 88.4% | 60.4%+28.0pp | 68.7%+19.7pp | 67.6%+20.7pp |
| Annual return | 16.51% | 11.26%+5.2pp | 133.20%-116.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,229 | $1,564+42.6% | $2,420-7.9% | $2,755-19.1% |
| Participant deferral / active EE | $5,040 | $4,034+24.9% | $4,411+14.3% | $4,296+17.3% |
| Admin fee / account holder | $1,479 | $6,945-78.7% | $8,285-82.2% | $6,918-78.6% |