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 | $66,959 | $78,705-14.9% | $117,854-43.2% | $70,131-4.5% |
| Participation rate | 90.0% | 73.2%+16.8pp | 79.7%+10.3pp | 69.5%+20.5pp |
| Annual return | 14.68% | 23.30%-8.6pp | 335.08%-320.4pp | 73.14%-58.5pp |
| Employer contribution / active EE | $4,635 | $2,223+108.5% | $3,786+22.4% | $2,342+97.9% |
| Participant deferral / active EE | $3,306 | $3,297+0.3% | $4,482-26.2% | $3,332-0.8% |
| Admin fee / account holder | $29,672 | $5,065+485.8% | $8,020+270.0% | $4,645+538.7% |