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 | $55,722 | $34,308+62.4% | $74,701-25.4% | $72,985-23.7% |
| Participation rate | 96.2% | 42.4%+53.8pp | 54.5%+41.8pp | 69.5%+26.7pp |
| Annual return | 19.10% | 26.58%-7.5pp | 752.92%-733.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,798 | $692+160.0% | $1,084+65.9% | $2,440-26.3% |
| Participant deferral / active EE | $1,719 | $1,271+35.2% | $1,964-12.5% | $3,607-52.4% |
| Admin fee / account holder | $4,264 | $2,124+100.7% | $3,333+27.9% | $5,124-16.8% |