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 | $54,513 | $65,409-16.7% | $98,442-44.6% | $85,850-36.5% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.0pp | 69.3%+22.1pp |
| Annual return | 14.93% | 21.76%-6.8pp | 1492.73%-1477.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $967 | $2,168-55.4% | $2,960-67.3% | $2,565-62.3% |
| Participant deferral / active EE | $2,708 | $3,166-14.5% | $4,276-36.7% | $3,952-31.5% |
| Admin fee / account holder | $4,206 | $4,593-8.4% | $5,949-29.3% | $6,260-32.8% |