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 | $61,136 | $58,208+5.0% | $81,812-25.3% | $80,856-24.4% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.3%+20.0pp | 67.6%+24.7pp |
| Annual return | 26.25% | 41.66%-15.4pp | 773.79%-747.5pp | 35.59%-9.3pp |
| Employer contribution / active EE | $5,357 | $2,340+128.9% | $2,912+83.9% | $2,755+94.4% |
| Participant deferral / active EE | $4,542 | $3,281+38.4% | $4,319+5.2% | $4,296+5.7% |
| Admin fee / account holder | $819 | $4,981-83.6% | $7,386-88.9% | $6,918-88.2% |