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 | $52,447 | $77,634-32.4% | $156,549-66.5% | $62,891-16.6% |
| Participation rate | 94.5% | 71.2%+23.3pp | 84.0%+10.5pp | 69.3%+25.2pp |
| Annual return | 7.26% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,398 | $3,444-59.4% | $5,501-74.6% | $2,281-38.7% |
| Participant deferral / active EE | $3,973 | $3,045+30.5% | $4,871-18.4% | $3,203+24.0% |
| Admin fee / account holder | $4,901 | $5,561-11.9% | $13,027-62.4% | $4,296+14.1% |