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 | $51,958 | $81,474-36.2% | $133,956-61.2% | $73,488-29.3% |
| Participation rate | 70.4% | 76.4%-6.0pp | 79.8%-9.5pp | 70.7%-0.3pp |
| Annual return | 34.39% | 19.40%+15.0pp | 45.09%-10.7pp | 28.51%+5.9pp |
| Employer contribution / active EE | $2,514 | $2,209+13.8% | $3,919-35.8% | $2,270+10.7% |
| Participant deferral / active EE | $5,280 | $3,786+39.4% | $5,048+4.6% | $3,740+41.2% |
| Admin fee / account holder | $3,066 | $713+329.9% | $8,927-65.7% | $513+497.6% |