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 | $78,922 | $137,414-42.6% | $189,513-58.4% | $85,850-8.1% |
| Participation rate | 96.4% | 84.6%+11.8pp | 87.8%+8.6pp | 69.3%+27.0pp |
| Annual return | 13.27% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,698 | $4,344-14.9% | $6,162-40.0% | $2,565+44.2% |
| Participant deferral / active EE | $3,280 | $6,260-47.6% | $8,221-60.1% | $3,952-17.0% |
| Admin fee / account holder | $7,037 | $8,630-18.5% | $12,045-41.6% | $6,260+12.4% |