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 | $65,243 | $58,208+12.1% | $81,812-20.3% | $80,856-19.3% |
| Participation rate | 84.4% | 63.4%+21.0pp | 72.3%+12.0pp | 67.6%+16.7pp |
| Annual return | 15.38% | 41.66%-26.3pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,465 | $2,340-37.4% | $2,912-49.7% | $2,755-46.8% |
| Participant deferral / active EE | $8,455 | $3,281+157.7% | $4,319+95.8% | $4,296+96.8% |
| Admin fee / account holder | $2,568 | $4,981-48.5% | $7,386-65.2% | $6,918-62.9% |