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 | $73,582 | $48,795+50.8% | $65,493+12.4% | $84,808-13.2% |
| Participation rate | 95.2% | 67.0%+28.3pp | 73.1%+22.1pp | 68.3%+26.9pp |
| Annual return | 14.00% | 20.20%-6.2pp | 982.45%-968.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,516 | $1,930-21.4% | $2,574-41.1% | $2,631-42.4% |
| Participant deferral / active EE | $4,418 | $2,928+50.9% | $3,961+11.5% | $4,212+4.9% |
| Admin fee / account holder | $17,615 | $3,877+354.4% | $5,028+250.3% | $7,344+139.9% |