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 | $52,609 | $63,346-16.9% | $92,233-43.0% | $70,131-25.0% |
| Participation rate | 77.4% | 68.7%+8.7pp | 76.5%+0.9pp | 69.5%+7.8pp |
| Annual return | 16.96% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,718 | $2,471-30.5% | $3,679-53.3% | $2,342-26.6% |
| Participant deferral / active EE | $5,351 | $2,854+87.5% | $3,897+37.3% | $3,332+60.6% |
| Admin fee / account holder | $3,460 | $3,840-9.9% | $5,194-33.4% | $4,645-25.5% |