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 | $56,802 | $105,998-46.4% | $92,233-38.4% | $147,584-61.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.35% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,366 | $4,333-45.4% | $3,679-35.7% | $4,876-51.5% |
| Participant deferral / active EE | $9,337 | $4,478+108.5% | $3,897+139.6% | $5,439+71.7% |
| Admin fee / account holder | $7,983 | $6,332+26.1% | $5,194+53.7% | $10,885-26.7% |