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 7-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 | $50,956 | $49,922+2.1% | $80,569-36.8% | $75,163-32.2% |
| Participation rate | 72.0% | 55.3%+16.7pp | 67.0%+5.0pp | 67.2%+4.8pp |
| Annual return | 18.93% | 34.69%-15.8pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,356 | $1,698+38.7% | $2,723-13.5% | $2,670-11.8% |
| Participant deferral / active EE | $4,690 | $2,990+56.8% | $4,447+5.4% | $4,125+13.7% |
| Admin fee / account holder | $647 | $3,577-81.9% | $5,377-88.0% | $5,651-88.6% |