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 | $62,754 | $81,208-22.7% | $98,907-36.6% | $79,858-21.4% |
| Participation rate | 97.8% | 72.5%+25.3pp | 76.0%+21.8pp | 69.6%+28.1pp |
| Annual return | 19.34% | 60.99%-41.7pp | 196.43%-177.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,473 | $1,960+26.2% | $2,689-8.0% | $2,471+0.1% |
| Participant deferral / active EE | $4,672 | $3,265+43.1% | $4,244+10.1% | $3,740+24.9% |
| Admin fee / account holder | $547 | $6,013-90.9% | $6,642-91.8% | $5,306-89.7% |