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 | $50,601 | $73,638-31.3% | $108,410-53.3% | $79,386-36.3% |
| Participation rate | 88.3% | 77.4%+10.9pp | 80.1%+8.2pp | 70.7%+17.6pp |
| Annual return | 19.31% | 33.27%-14.0pp | 905.27%-886.0pp | 116.85%-97.5pp |
| Employer contribution / active EE | $3,053 | $2,397+27.4% | $3,558-14.2% | $2,427+25.8% |
| Participant deferral / active EE | $6,483 | $6,218+4.3% | $6,563-1.2% | $4,046+60.2% |
| Admin fee / account holder | $4,509 | $638+606.6% | $7,295-38.2% | $626+619.8% |