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 | $54,604 | $54,705-0.2% | $71,209-23.3% | $84,808-35.6% |
| Participation rate | 98.4% | 64.1%+34.3pp | 73.8%+24.6pp | 68.3%+30.1pp |
| Annual return | 15.65% | 35.90%-20.2pp | 282.51%-266.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,963 | $2,158-9.0% | $2,721-27.8% | $2,631-25.4% |
| Participant deferral / active EE | $3,284 | $3,030+8.4% | $4,175-21.4% | $4,212-22.0% |
| Admin fee / account holder | $5,947 | $4,863+22.3% | $5,349+11.2% | $7,344-19.0% |