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 | $58,338 | $54,705+6.6% | $71,209-18.1% | $84,808-31.2% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.5pp |
| Annual return | 14.06% | 35.90%-21.8pp | 282.51%-268.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,939 | $2,158-10.2% | $2,721-28.7% | $2,631-26.3% |
| Participant deferral / active EE | $4,558 | $3,030+50.4% | $4,175+9.2% | $4,212+8.2% |
| Admin fee / account holder | $1,890 | $4,863-61.1% | $5,349-64.7% | $7,344-74.3% |