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 | $50,258 | $54,705-8.1% | $71,209-29.4% | $84,808-40.7% |
| Participation rate | 85.9% | 64.1%+21.8pp | 73.8%+12.2pp | 68.3%+17.6pp |
| Annual return | 14.05% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $858 | $2,158-60.2% | $2,721-68.5% | $2,631-67.4% |
| Participant deferral / active EE | $4,821 | $3,030+59.1% | $4,175+15.5% | $4,212+14.5% |
| Admin fee / account holder | $3,745 | $4,863-23.0% | $5,349-30.0% | $7,344-49.0% |