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 | $49,298 | $54,705-9.9% | $71,209-30.8% | $84,808-41.9% |
| Participation rate | 78.6% | 64.1%+14.5pp | 73.8%+4.8pp | 68.3%+10.3pp |
| Annual return | 15.13% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,593 | $2,158+66.5% | $2,721+32.0% | $2,631+36.6% |
| Participant deferral / active EE | $4,569 | $3,030+50.8% | $4,175+9.4% | $4,212+8.5% |
| Admin fee / account holder | $5,925 | $4,863+21.8% | $5,349+10.8% | $7,344-19.3% |