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 | $57,675 | $89,355-35.5% | $141,162-59.1% | $72,985-21.0% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 55.54% | 111.85%-56.3pp | 71.39%-15.9pp | 81.00%-25.5pp |
| Employer contribution / active EE | $12,426 | $3,114+299.0% | $4,735+162.4% | $2,440+409.3% |
| Participant deferral / active EE | $7,605 | $5,418+40.4% | $6,709+13.4% | $3,607+110.8% |
| Admin fee / account holder | $920 | $5,958-84.6% | $10,261-91.0% | $5,124-82.1% |