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 | $55,619 | $123,909-55.1% | $69,647-20.1% | $145,922-61.9% |
| Participation rate | 95.0% | 69.2%+25.8pp | 66.5%+28.5pp | 80.3%+14.7pp |
| Annual return | 12.03% | 190.55%-178.5pp | 100.48%-88.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,287 | $2,682-52.0% | $1,712-24.8% | $4,660-72.4% |
| Participant deferral / active EE | $3,343 | $4,236-21.1% | $2,886+15.8% | $6,688-50.0% |
| Admin fee / account holder | $4,466 | $7,863-43.2% | $4,713-5.2% | $13,397-66.7% |