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 | $49,451 | $65,365-24.3% | $92,893-46.8% | $72,985-32.2% |
| Participation rate | 86.0% | 68.3%+17.7pp | 76.0%+10.0pp | 69.5%+16.6pp |
| Annual return | 19.83% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $11,795 | $2,594+354.7% | $3,653+222.9% | $2,440+383.4% |
| Participant deferral / active EE | $2,034 | $3,128-35.0% | $4,236-52.0% | $3,607-43.6% |
| Admin fee / account holder | $6,170 | $4,251+45.1% | $5,794+6.5% | $5,124+20.4% |