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 | $56,092 | $105,181-46.7% | $159,436-64.8% | $85,850-34.7% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.8%-9.1pp | 69.3%+4.4pp |
| Annual return | 19.20% | 45.07%-25.9pp | 263.57%-244.4pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,810 | $3,318-45.5% | $4,829-62.5% | $2,565-29.4% |
| Participant deferral / active EE | $6,308 | $5,945+6.1% | $7,352-14.2% | $3,952+59.6% |
| Admin fee / account holder | $2,594 | $6,933-62.6% | $10,799-76.0% | $6,260-58.6% |