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 | $60,085 | $98,750-39.2% | $149,696-59.9% | $79,858-24.8% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 23.71% | 27.43%-3.7pp | 276.60%-252.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $2,300 | $3,216-28.5% | $4,644-50.5% | $2,471-6.9% |
| Participant deferral / active EE | $6,633 | $5,680+16.8% | $6,842-3.0% | $3,740+77.4% |
| Admin fee / account holder | $1,604 | $6,053-73.5% | $9,309-82.8% | $5,306-69.8% |