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 | $57,797 | $49,922+15.8% | $80,569-28.3% | $75,163-23.1% |
| Participation rate | 80.6% | 55.3%+25.2pp | 67.0%+13.6pp | 67.2%+13.4pp |
| Annual return | 15.06% | 34.69%-19.6pp | 935.43%-920.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,245 | $1,698-26.7% | $2,723-54.3% | $2,670-53.4% |
| Participant deferral / active EE | $4,042 | $2,990+35.2% | $4,447-9.1% | $4,125-2.0% |
| Admin fee / account holder | $10,377 | $3,577+190.1% | $5,377+93.0% | $5,651+83.6% |