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 | $50,403 | $56,114-10.2% | $96,139-47.6% | $85,850-41.3% |
| Participation rate | 85.3% | 56.7%+28.6pp | 68.4%+16.8pp | 69.3%+16.0pp |
| Annual return | 16.66% | 42.30%-25.6pp | 191.94%-175.3pp | 318.53%-301.9pp |
| Employer contribution / active EE | $720 | $1,620-55.5% | $2,797-74.2% | $2,565-71.9% |
| Participant deferral / active EE | $3,300 | $2,859+15.4% | $4,349-24.1% | $3,952-16.5% |
| Admin fee / account holder | $2,229 | $3,768-40.8% | $5,537-59.7% | $6,260-64.4% |