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 | $59,027 | $91,538-35.5% | $129,995-54.6% | $75,163-21.5% |
| Participation rate | 95.3% | 71.4%+23.9pp | 78.5%+16.9pp | 67.2%+28.2pp |
| Annual return | 26.76% | -631.11%+657.9pp | -137.18%+163.9pp | 160.62%-133.9pp |
| Employer contribution / active EE | $2,941 | $2,845+3.4% | $4,320-31.9% | $2,670+10.1% |
| Participant deferral / active EE | $5,181 | $4,341+19.4% | $5,820-11.0% | $4,125+25.6% |
| Admin fee / account holder | $620 | $6,790-90.9% | $10,614-94.2% | $5,651-89.0% |