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 | $56,562 | $158,398-64.3% | $126,539-55.3% | $142,382-60.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 20.23% | 593.76%-573.5pp | 425.95%-405.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,556 | $4,650-45.0% | $3,674-30.4% | $4,299-40.5% |
| Participant deferral / active EE | $4,764 | $4,7670% | $4,083+16.7% | $6,507-26.8% |
| Admin fee / account holder | $599 | $6,918-91.3% | $6,065-90.1% | $12,624-95.3% |