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 | $57,293 | $91,019-37.1% | $392,568-85.4% | $72,985-21.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 42.08% | 20.00%+22.1pp | 24.42%+17.7pp | 81.00%-38.9pp |
| Employer contribution / active EE | $3,592 | $2,751+30.6% | $3,783-5.1% | $2,440+47.2% |
| Participant deferral / active EE | $1,974 | $4,570-56.8% | $5,985-67.0% | $3,607-45.3% |
| Admin fee / account holder | $8,137 | $4,895+66.2% | $6,260+30.0% | $5,124+58.8% |