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 | $51,577 | $69,515-25.8% | $86,874-40.6% | $85,850-39.9% |
| Participation rate | 75.0% | 66.3%+8.7pp | 71.6%+3.4pp | 69.3%+5.7pp |
| Annual return | 11.82% | 20.12%-8.3pp | 63.52%-51.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $6,301 | $1,880+235.1% | $2,495+152.5% | $2,565+145.7% |
| Participant deferral / active EE | $1,711 | $2,919-41.4% | $3,699-53.7% | $3,952-56.7% |
| Admin fee / account holder | $10,157 | $5,972+70.1% | $5,828+74.3% | $6,260+62.2% |