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 | $55,472 | $54,541+1.7% | $78,778-29.6% | $70,131-20.9% |
| Participation rate | 98.2% | 60.8%+37.4pp | 69.2%+29.1pp | 69.5%+28.7pp |
| Annual return | 16.06% | 21.07%-5.0pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,643 | $1,089+142.8% | $1,986+33.1% | $2,342+12.8% |
| Participant deferral / active EE | $984 | $2,210-55.5% | $2,958-66.7% | $3,332-70.5% |
| Admin fee / account holder | $2,026 | $3,709-45.4% | $5,134-60.5% | $4,645-56.4% |