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 | $51,122 | $67,606-24.4% | $82,313-37.9% | $70,131-27.1% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 18.27% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,913 | $1,755+123.0% | $2,428+61.1% | $2,342+67.0% |
| Participant deferral / active EE | $4,323 | $2,987+44.7% | $3,706+16.6% | $3,332+29.8% |
| Admin fee / account holder | $543 | $4,512-88.0% | $5,608-90.3% | $4,645-88.3% |