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 | $57,019 | $56,053+1.7% | $75,972-24.9% | $80,856-29.5% |
| Participation rate | 89.3% | 62.0%+27.3pp | 69.1%+20.3pp | 67.6%+21.7pp |
| Annual return | 12.99% | 20.53%-7.5pp | 359.55%-346.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,150 | $1,874-38.6% | $2,685-57.2% | $2,755-58.3% |
| Participant deferral / active EE | $3,481 | $3,052+14.1% | $4,255-18.2% | $4,296-19.0% |
| Admin fee / account holder | $1,960 | $5,234-62.6% | $6,467-69.7% | $6,918-71.7% |