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 | $60,727 | $48,570+25.0% | $130,648-53.5% | $72,985-16.8% |
| Participation rate | 96.7% | 58.6%+38.1pp | 71.7%+25.0pp | 69.5%+27.2pp |
| Annual return | 23.76% | 38.63%-14.9pp | 1708.96%-1685.2pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,499 | $1,334+12.3% | $4,092-63.4% | $2,440-38.6% |
| Participant deferral / active EE | $2,745 | $2,384+15.1% | $3,603-23.8% | $3,607-23.9% |
| Admin fee / account holder | $2,232 | $3,549-37.1% | $5,464-59.2% | $5,124-56.4% |