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 | $53,710 | $65,365-17.8% | $92,893-42.2% | $72,985-26.4% |
| Participation rate | 79.3% | 68.3%+11.0pp | 76.0%+3.3pp | 69.5%+9.8pp |
| Annual return | 23.40% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,150 | $2,594+21.4% | $3,653-13.8% | $2,440+29.1% |
| Participant deferral / active EE | $5,762 | $3,128+84.2% | $4,236+36.0% | $3,607+59.7% |
| Admin fee / account holder | $4,245 | $4,251-0.2% | $5,794-26.7% | $5,124-17.2% |