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 | $60,318 | $81,208-25.7% | $98,907-39.0% | $79,858-24.5% |
| Participation rate | 85.0% | 72.5%+12.5pp | 76.0%+9.0pp | 69.6%+15.4pp |
| Annual return | 13.75% | 60.99%-47.2pp | 196.43%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $577 | $1,960-70.6% | $2,689-78.5% | $2,471-76.6% |
| Participant deferral / active EE | $3,153 | $3,265-3.4% | $4,244-25.7% | $3,740-15.7% |
| Admin fee / account holder | $18,179 | $6,013+202.3% | $6,642+173.7% | $5,306+242.6% |