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 | $52,918 | $45,035+17.5% | $62,995-16.0% | $70,131-24.5% |
| Participation rate | 98.5% | 69.5%+29.0pp | 74.8%+23.7pp | 69.5%+29.0pp |
| Annual return | 12.67% | 18.76%-6.1pp | 87.57%-74.9pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,722 | $2,051-16.1% | $2,759-37.6% | $2,342-26.5% |
| Participant deferral / active EE | $2,309 | $2,465-6.3% | $3,329-30.6% | $3,332-30.7% |
| Admin fee / account holder | $1,203 | $2,834-57.6% | $3,600-66.6% | $4,645-74.1% |