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 | $52,210 | $105,181-50.4% | $159,436-67.3% | $85,850-39.2% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.8%-10.1pp | 69.3%+3.4pp |
| Annual return | 16.10% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,327 | $3,318-29.9% | $4,829-51.8% | $2,565-9.3% |
| Participant deferral / active EE | $3,775 | $5,945-36.5% | $7,352-48.7% | $3,952-4.5% |
| Admin fee / account holder | $2,678 | $6,933-61.4% | $10,799-75.2% | $6,260-57.2% |