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 | $60,432 | $49,922+21.1% | $80,569-25.0% | $75,163-19.6% |
| Participation rate | 83.3% | 55.3%+28.0pp | 67.0%+16.3pp | 67.2%+16.1pp |
| Annual return | 17.75% | 34.69%-16.9pp | 935.43%-917.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,273 | $1,698-25.0% | $2,723-53.3% | $2,670-52.3% |
| Participant deferral / active EE | $3,172 | $2,990+6.1% | $4,447-28.7% | $4,125-23.1% |
| Admin fee / account holder | $5,844 | $3,577+63.4% | $5,377+8.7% | $5,651+3.4% |