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 | $50,243 | $56,114-10.5% | $96,139-47.7% | $85,850-41.5% |
| Participation rate | 85.7% | 56.7%+29.0pp | 68.4%+17.3pp | 69.3%+16.4pp |
| Annual return | 14.11% | 42.30%-28.2pp | 191.94%-177.8pp | 318.53%-304.4pp |
| Employer contribution / active EE | $294 | $1,620-81.9% | $2,797-89.5% | $2,565-88.5% |
| Participant deferral / active EE | $3,224 | $2,859+12.7% | $4,349-25.9% | $3,952-18.4% |
| Admin fee / account holder | $3,475 | $3,768-7.8% | $5,537-37.2% | $6,260-44.5% |