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 | $58,477 | $98,750-40.8% | $149,696-60.9% | $79,858-26.8% |
| Participation rate | 84.4% | 75.8%+8.7pp | 82.5%+2.0pp | 69.6%+14.8pp |
| Annual return | 16.21% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,158 | $3,216-1.8% | $4,644-32.0% | $2,471+27.8% |
| Participant deferral / active EE | $5,778 | $5,680+1.7% | $6,842-15.5% | $3,740+54.5% |
| Admin fee / account holder | $2,774 | $6,053-54.2% | $9,309-70.2% | $5,306-47.7% |