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 | $22,044 | $48,076-54.1% | $78,689-72.0% | $62,891-64.9% |
| Participation rate | 92.3% | 65.2%+27.1pp | 73.6%+18.7pp | 69.3%+23.0pp |
| Annual return | 5.81% | 31.35%-25.5pp | 62.18%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $4,450 | $2,015+120.9% | $2,851+56.1% | $2,281+95.1% |
| Participant deferral / active EE | $5,782 | $2,588+123.5% | $3,517+64.4% | $3,203+80.5% |
| Admin fee / account holder | $5,134 | $3,207+60.1% | $4,510+13.8% | $4,296+19.5% |