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 | $59,098 | $63,346-6.7% | $92,233-35.9% | $70,131-15.7% |
| Participation rate | 92.6% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 14.93% | 530.12%-515.2pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,813 | $2,471+54.3% | $3,679+3.6% | $2,342+62.8% |
| Participant deferral / active EE | $6,558 | $2,854+129.8% | $3,897+68.3% | $3,332+96.8% |
| Admin fee / account holder | $5,208 | $3,840+35.6% | $5,194+0.3% | $4,645+12.1% |