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 | $60,740 | $85,766-29.2% | $136,294-55.4% | $70,131-13.4% |
| Participation rate | 76.7% | 74.2%+2.6pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 52.21% | 31.45%+20.8pp | 5155.94%-5103.7pp | 73.14%-20.9pp |
| Employer contribution / active EE | $566 | $2,966-80.9% | $4,695-87.9% | $2,342-75.8% |
| Participant deferral / active EE | $8,209 | $5,051+62.5% | $6,247+31.4% | $3,332+146.4% |
| Admin fee / account holder | $3,613 | $5,420-33.3% | $9,243-60.9% | $4,645-22.2% |