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 7-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 | $52,455 | $117,841-55.5% | $102,423-48.8% | $145,922-64.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 10.63% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,690 | $3,615+29.7% | $3,023+55.1% | $4,660+0.7% |
| Participant deferral / active EE | $14,151 | $5,731+146.9% | $5,053+180.1% | $6,688+111.6% |
| Admin fee / account holder | $7,183 | $13,326-46.1% | $9,451-24.0% | $13,397-46.4% |