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 | $65,625 | $105,181-37.6% | $159,436-58.8% | $85,850-23.6% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.8%+1.4pp | 69.3%+14.9pp |
| Annual return | 16.44% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $6,238 | $3,318+88.0% | $4,829+29.2% | $2,565+143.2% |
| Participant deferral / active EE | $7,037 | $5,945+18.4% | $7,352-4.3% | $3,952+78.1% |
| Admin fee / account holder | $4,256 | $6,933-38.6% | $10,799-60.6% | $6,260-32.0% |