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 | $65,590 | $81,208-19.2% | $98,907-33.7% | $79,858-17.9% |
| Participation rate | 82.1% | 72.5%+9.6pp | 76.0%+6.1pp | 69.6%+12.5pp |
| Annual return | 26.45% | 60.99%-34.5pp | 196.43%-170.0pp | 31.71%-5.3pp |
| Employer contribution / active EE | $8,705 | $1,960+344.2% | $2,689+223.7% | $2,471+252.3% |
| Participant deferral / active EE | $13,335 | $3,265+308.4% | $4,244+214.2% | $3,740+256.6% |
| Admin fee / account holder | $8,208 | $6,013+36.5% | $6,642+23.6% | $5,306+54.7% |