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 | $57,258 | $65,409-12.5% | $98,442-41.8% | $85,850-33.3% |
| Participation rate | 95.8% | 65.0%+30.8pp | 73.3%+22.5pp | 69.3%+26.5pp |
| Annual return | 28.47% | 21.76%+6.7pp | 1492.73%-1464.3pp | 318.53%-290.1pp |
| Employer contribution / active EE | $827 | $2,168-61.9% | $2,960-72.1% | $2,565-67.8% |
| Participant deferral / active EE | $3,054 | $3,166-3.5% | $4,276-28.6% | $3,952-22.7% |
| Admin fee / account holder | $5,016 | $4,593+9.2% | $5,949-15.7% | $6,260-19.9% |