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 6-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 | $50,835 | $49,915+1.8% | $154,803-67.2% | $74,304-31.6% |
| Participation rate | 93.0% | 54.0%+39.1pp | 78.1%+15.0pp | 60.3%+32.7pp |
| Annual return | 21.58% | 34.06%-12.5pp | 58.88%-37.3pp | 29.43%-7.8pp |
| Employer contribution / active EE | $3,892 | $1,611+141.6% | $4,305-9.6% | $2,241+73.7% |
| Participant deferral / active EE | $7,784 | $2,255+245.2% | $5,540+40.5% | $3,767+106.6% |
| Admin fee / account holder | $5,101 | $2,189+133.0% | $14,329-64.4% | $2,969+71.8% |