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 | $54,691 | $84,936-35.6% | $111,297-50.9% | $79,386-31.1% |
| Participation rate | 81.4% | 75.9%+5.6pp | 77.3%+4.1pp | 70.7%+10.7pp |
| Annual return | 35.58% | 17.45%+18.1pp | 54.65%-19.1pp | 116.85%-81.3pp |
| Employer contribution / active EE | $2,596 | $1,979+31.2% | $2,731-5.0% | $2,427+6.9% |
| Participant deferral / active EE | $3,576 | $3,888-8.0% | $4,487-20.3% | $4,046-11.6% |
| Admin fee / account holder | $4,047 | $537+653.4% | $7,964-49.2% | $626+546.0% |