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 | $61,147 | $96,635-36.7% | $86,612-29.4% | $139,434-56.1% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 20.85% | 106.41%-85.6pp | 591.07%-570.2pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,551 | $3,263-21.8% | $3,022-15.6% | $4,751-46.3% |
| Participant deferral / active EE | $5,626 | $4,836+16.3% | $4,438+26.8% | $6,710-16.2% |
| Admin fee / account holder | $6,878 | $6,408+7.3% | $5,614+22.5% | $11,403-39.7% |