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 | $41,416 | $54,762-24.4% | $90,281-54.1% | $72,985-43.3% |
| Participation rate | 92.6% | 65.1%+27.4pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 52.38% | 30.63%+21.7pp | 78.10%-25.7pp | 81.00%-28.6pp |
| Employer contribution / active EE | $4,556 | $2,092+117.7% | $2,854+59.6% | $2,440+86.7% |
| Participant deferral / active EE | $5,001 | $2,887+73.2% | $3,885+28.7% | $3,607+38.6% |
| Admin fee / account holder | $3,301 | $3,972-16.9% | $5,351-38.3% | $5,124-35.6% |