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 | $62,832 | $63,346-0.8% | $92,233-31.9% | $70,131-10.4% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 21.63% | 530.12%-508.5pp | 176.28%-154.7pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,757 | $2,471-28.9% | $3,679-52.3% | $2,342-25.0% |
| Participant deferral / active EE | $4,800 | $2,854+68.2% | $3,897+23.2% | $3,332+44.1% |
| Admin fee / account holder | $2,238 | $3,840-41.7% | $5,194-56.9% | $4,645-51.8% |