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 | $57,165 | $105,181-45.7% | $159,436-64.1% | $85,850-33.4% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 13.17% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,560 | $3,318-22.8% | $4,829-47.0% | $2,565-0.2% |
| Participant deferral / active EE | $7,029 | $5,945+18.2% | $7,352-4.4% | $3,952+77.9% |
| Admin fee / account holder | $4,196 | $6,933-39.5% | $10,799-61.1% | $6,260-33.0% |