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 | $59,537 | $105,181-43.4% | $159,436-62.7% | $85,850-30.6% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.8%-10.6pp | 69.3%+2.9pp |
| Annual return | 20.04% | 45.07%-25.0pp | 263.57%-243.5pp | 318.53%-298.5pp |
| Employer contribution / active EE | $2,645 | $3,318-20.3% | $4,829-45.2% | $2,565+3.1% |
| Participant deferral / active EE | $4,748 | $5,945-20.1% | $7,352-35.4% | $3,952+20.2% |
| Admin fee / account holder | $5,006 | $6,933-27.8% | $10,799-53.6% | $6,260-20.0% |