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 | $53,134 | $89,355-40.5% | $141,162-62.4% | $72,985-27.2% |
| Participation rate | 92.1% | 75.1%+17.0pp | 82.5%+9.6pp | 69.5%+22.6pp |
| Annual return | 25.24% | 111.85%-86.6pp | 71.39%-46.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $5,380 | $3,114+72.7% | $4,735+13.6% | $2,440+120.5% |
| Participant deferral / active EE | $9,858 | $5,418+81.9% | $6,709+46.9% | $3,607+173.3% |
| Admin fee / account holder | $1,685 | $5,958-71.7% | $10,261-83.6% | $5,124-67.1% |