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 | $54,221 | $77,634-30.2% | $156,549-65.4% | $62,891-13.8% |
| Participation rate | 81.5% | 71.2%+10.3pp | 84.0%-2.5pp | 69.3%+12.2pp |
| Annual return | 38.05% | 50.32%-12.3pp | 32.23%+5.8pp | 20.14%+17.9pp |
| Employer contribution / active EE | $1,393 | $3,444-59.5% | $5,501-74.7% | $2,281-38.9% |
| Participant deferral / active EE | $2,261 | $3,045-25.8% | $4,871-53.6% | $3,203-29.4% |
| Admin fee / account holder | $8,044 | $5,561+44.6% | $13,027-38.3% | $4,296+87.3% |