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 | $52,220 | $48,795+7.0% | $65,493-20.3% | $84,808-38.4% |
| Participation rate | 89.1% | 67.0%+22.1pp | 73.1%+16.0pp | 68.3%+20.8pp |
| Annual return | 13.52% | 20.20%-6.7pp | 982.45%-968.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,953 | $1,930+53.0% | $2,574+14.7% | $2,631+12.2% |
| Participant deferral / active EE | $3,696 | $2,928+26.2% | $3,961-6.7% | $4,212-12.3% |
| Admin fee / account holder | $3,077 | $3,877-20.6% | $5,028-38.8% | $7,344-58.1% |