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 | $62,172 | $53,516+16.2% | $126,539-50.9% | $84,808-26.7% |
| Participation rate | 87.0% | 58.2%+28.7pp | 69.8%+17.1pp | 68.3%+18.6pp |
| Annual return | 18.24% | 58.34%-40.1pp | 425.95%-407.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,970 | $1,535+28.3% | $3,674-46.4% | $2,631-25.1% |
| Participant deferral / active EE | $3,211 | $2,671+20.2% | $4,083-21.4% | $4,212-23.8% |
| Admin fee / account holder | $584 | $4,497-87.0% | $6,065-90.4% | $7,344-92.0% |