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 | $57,865 | $63,861-9.4% | $104,607-44.7% | $79,858-27.5% |
| Participation rate | 98.1% | 64.9%+33.2pp | 74.1%+24.0pp | 69.6%+28.5pp |
| Annual return | 15.07% | 21.30%-6.2pp | 340.46%-325.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $6,618 | $1,588+316.6% | $2,681+146.9% | $2,471+167.8% |
| Participant deferral / active EE | $3,807 | $2,693+41.4% | $3,740+1.8% | $3,740+1.8% |
| Admin fee / account holder | $15,608 | $4,185+273.0% | $6,473+141.1% | $5,306+194.1% |