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 | $54,562 | $84,233-35.2% | $170,442-68.0% | $70,131-22.2% |
| Participation rate | 88.6% | 70.8%+17.7pp | 83.6%+5.0pp | 69.5%+19.0pp |
| Annual return | 23.60% | 23.06%+0.5pp | 205.93%-182.3pp | 73.14%-49.5pp |
| Employer contribution / active EE | $3,805 | $3,387+12.3% | $5,433-30.0% | $2,342+62.4% |
| Participant deferral / active EE | $4,969 | $3,086+61.0% | $4,939+0.6% | $3,332+49.1% |
| Admin fee / account holder | $601 | $5,698-89.5% | $13,880-95.7% | $4,645-87.1% |