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 | $54,070 | $49,922+8.3% | $80,569-32.9% | $75,163-28.1% |
| Participation rate | 70.6% | 55.3%+15.3pp | 67.0%+3.6pp | 67.2%+3.4pp |
| Annual return | 15.85% | 34.69%-18.8pp | 935.43%-919.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,512 | $1,698+47.9% | $2,723-7.8% | $2,670-5.9% |
| Participant deferral / active EE | $1,282 | $2,990-57.1% | $4,447-71.2% | $4,125-68.9% |
| Admin fee / account holder | $1,679 | $3,577-53.1% | $5,377-68.8% | $5,651-70.3% |