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 | $53,607 | $61,605-13.0% | $112,229-52.2% | $75,163-28.7% |
| Participation rate | 97.6% | 61.7%+35.9pp | 72.4%+25.1pp | 67.2%+30.4pp |
| Annual return | 12.95% | 28.47%-15.5pp | 30.20%-17.3pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,399 | $2,015+68.7% | $3,430-0.9% | $2,670+27.3% |
| Participant deferral / active EE | $4,225 | $3,108+35.9% | $4,798-11.9% | $4,125+2.4% |
| Admin fee / account holder | $9,799 | $4,862+101.5% | $7,748+26.5% | $5,651+73.4% |