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 | $52,228 | $89,753-41.8% | $107,525-51.4% | $84,808-38.4% |
| Participation rate | 91.8% | 68.1%+23.7pp | 75.1%+16.7pp | 68.3%+23.5pp |
| Annual return | 13.40% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,684 | $3,113+50.4% | $3,754+24.8% | $2,631+78.0% |
| Participant deferral / active EE | $3,477 | $4,056-14.3% | $5,116-32.0% | $4,212-17.4% |
| Admin fee / account holder | $10,442 | $7,222+44.6% | $8,919+17.1% | $7,344+42.2% |