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 | $51,856 | $157,256-67.0% | $141,162-63.3% | $152,861-66.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 20.24% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,068 | $5,261-79.7% | $4,735-77.4% | $4,762-77.6% |
| Participant deferral / active EE | $3,975 | $7,109-44.1% | $6,709-40.8% | $5,850-32.1% |
| Admin fee / account holder | $60,047 | $12,120+395.4% | $10,261+485.2% | $11,596+417.8% |