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 | $49,402 | $58,694-15.8% | $142,863-65.4% | $85,850-42.5% |
| Participation rate | 93.2% | 58.5%+34.7pp | 71.9%+21.2pp | 69.3%+23.9pp |
| Annual return | 26.30% | 27.72%-1.4pp | 5637.54%-5611.2pp | 318.53%-292.2pp |
| Employer contribution / active EE | $1,689 | $1,423+18.7% | $4,144-59.2% | $2,565-34.1% |
| Participant deferral / active EE | $4,494 | $2,607+72.3% | $3,837+17.1% | $3,952+13.7% |
| Admin fee / account holder | $4,175 | $4,239-1.5% | $6,560-36.4% | $6,260-33.3% |