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 | $56,185 | $86,286-34.9% | $111,297-49.5% | $85,850-34.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 14.15% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,654 | $2,043+29.9% | $2,731-2.8% | $2,565+3.5% |
| Participant deferral / active EE | $5,584 | $3,641+53.4% | $4,487+24.5% | $3,952+41.3% |
| Admin fee / account holder | $3,226 | $8,188-60.6% | $7,964-59.5% | $6,260-48.5% |