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 | $62,310 | $70,428-11.5% | $96,562-35.5% | $85,850-27.4% |
| Participation rate | 86.5% | 61.8%+24.7pp | 69.8%+16.7pp | 69.3%+17.2pp |
| Annual return | 13.85% | 18.59%-4.7pp | 37.78%-23.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $695 | $1,413-50.8% | $2,356-70.5% | $2,565-72.9% |
| Participant deferral / active EE | $2,778 | $2,894-4.0% | $3,849-27.8% | $3,952-29.7% |
| Admin fee / account holder | $13,073 | $4,997+161.6% | $6,181+111.5% | $6,260+108.8% |