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 | $55,764 | $54,705+1.9% | $71,209-21.7% | $84,808-34.2% |
| Participation rate | 81.3% | 64.1%+17.2pp | 73.8%+7.5pp | 68.3%+12.9pp |
| Annual return | 15.59% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,278 | $2,158+51.9% | $2,721+20.5% | $2,631+24.6% |
| Participant deferral / active EE | $6,200 | $3,030+104.6% | $4,175+48.5% | $4,212+47.2% |
| Admin fee / account holder | $340 | $4,863-93.0% | $5,349-93.6% | $7,344-95.4% |