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 | $60,875 | $152,587-60.1% | $125,175-51.4% | $152,861-60.2% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 18.22% | 54.84%-36.6pp | 43.79%-25.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,221 | $4,946-75.3% | $3,865-68.4% | $4,762-74.4% |
| Participant deferral / active EE | $2,072 | $5,868-64.7% | $4,937-58.0% | $5,850-64.6% |
| Admin fee / account holder | $47,812 | $13,434+255.9% | $9,702+392.8% | $11,596+312.3% |