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 | $50,471 | $65,041-22.4% | $90,951-44.5% | $79,858-36.8% |
| Participation rate | 78.7% | 61.6%+17.1pp | 69.0%+9.7pp | 69.6%+9.1pp |
| Annual return | 15.75% | 30.45%-14.7pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,317 | $1,247+5.6% | $2,122-37.9% | $2,471-46.7% |
| Participant deferral / active EE | $2,506 | $2,512-0.2% | $3,373-25.7% | $3,740-33.0% |
| Admin fee / account holder | $5,584 | $4,536+23.1% | $5,959-6.3% | $5,306+5.2% |