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 4-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 | $52,154 | $74,927-30.4% | $101,794-48.8% | $84,808-38.5% |
| Participation rate | 98.7% | 61.4%+37.3pp | 69.2%+29.6pp | 68.3%+30.4pp |
| Annual return | 101.07% | 18.70%+82.4pp | 30.53%+70.5pp | 40.90%+60.2pp |
| Employer contribution / active EE | $6,133 | $1,522+303.0% | $2,289+167.9% | $2,631+133.1% |
| Participant deferral / active EE | $12,799 | $3,099+313.0% | $4,084+213.4% | $4,212+203.9% |
| Admin fee / account holder | $1,832 | $6,514-71.9% | $8,777-79.1% | $7,344-75.1% |