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 | $54,462 | $51,175+6.4% | $70,515-22.8% | $75,163-27.5% |
| Participation rate | 71.4% | 60.9%+10.5pp | 68.3%+3.1pp | 67.2%+4.2pp |
| Annual return | 29.20% | 30.02%-0.8pp | 32.77%-3.6pp | 160.62%-131.4pp |
| Employer contribution / active EE | $1,974 | $1,826+8.1% | $2,973-33.6% | $2,670-26.0% |
| Participant deferral / active EE | $5,869 | $2,849+106.0% | $4,567+28.5% | $4,125+42.3% |
| Admin fee / account holder | $19,054 | $4,091+365.8% | $6,412+197.2% | $5,651+237.2% |