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 | $53,610 | $57,354-6.5% | $83,848-36.1% | $64,186-16.5% |
| Participation rate | 82.9% | 68.6%+14.2pp | 76.1%+6.7pp | 69.6%+13.3pp |
| Annual return | 6.84% | 11.38%-4.5pp | 850.88%-844.0pp | 7.63%-0.8pp |
| Employer contribution / active EE | $2,079 | $2,545-18.3% | $3,631-42.7% | $2,381-12.7% |
| Participant deferral / active EE | $4,912 | $2,993+64.1% | $4,082+20.4% | $3,470+41.6% |
| Admin fee / account holder | $968 | $4,046-76.1% | $5,478-82.3% | $4,888-80.2% |