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 | $64,821 | $56,053+15.6% | $75,972-14.7% | $80,856-19.8% |
| Participation rate | 75.9% | 62.0%+13.8pp | 69.1%+6.8pp | 67.6%+8.2pp |
| Annual return | 43.67% | 20.53%+23.1pp | 359.55%-315.9pp | 35.59%+8.1pp |
| Employer contribution / active EE | $2,976 | $1,874+58.8% | $2,685+10.8% | $2,755+8.0% |
| Participant deferral / active EE | $5,359 | $3,052+75.6% | $4,255+25.9% | $4,296+24.7% |
| Admin fee / account holder | $1,813 | $5,234-65.4% | $6,467-72.0% | $6,918-73.8% |