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 | $62,903 | $105,181-40.2% | $159,436-60.5% | $85,850-26.7% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.8%+4.3pp | 69.3%+17.8pp |
| Annual return | 14.12% | 45.07%-31.0pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,480 | $3,318-55.4% | $4,829-69.3% | $2,565-42.3% |
| Participant deferral / active EE | $4,299 | $5,945-27.7% | $7,352-41.5% | $3,952+8.8% |
| Admin fee / account holder | $4,951 | $6,933-28.6% | $10,799-54.1% | $6,260-20.9% |