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 | $57,552 | $63,346-9.1% | $92,233-37.6% | $70,131-17.9% |
| Participation rate | 88.7% | 68.7%+20.0pp | 76.5%+12.2pp | 69.5%+19.2pp |
| Annual return | 23.19% | 530.12%-506.9pp | 176.28%-153.1pp | 73.14%-49.9pp |
| Employer contribution / active EE | $3,408 | $2,471+37.9% | $3,679-7.4% | $2,342+45.5% |
| Participant deferral / active EE | $5,535 | $2,854+94.0% | $3,897+42.1% | $3,332+66.1% |
| Admin fee / account holder | $2,784 | $3,840-27.5% | $5,194-46.4% | $4,645-40.1% |