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 3-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 | $55,230 | $58,208-5.1% | $81,812-32.5% | $80,856-31.7% |
| Participation rate | 95.2% | 63.4%+31.8pp | 72.3%+22.9pp | 67.6%+27.6pp |
| Annual return | 13.77% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,578 | $2,340+52.9% | $2,912+22.9% | $2,755+29.9% |
| Participant deferral / active EE | $6,624 | $3,281+101.9% | $4,319+53.4% | $4,296+54.2% |
| Admin fee / account holder | $5,822 | $4,981+16.9% | $7,386-21.2% | $6,918-15.8% |