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 | $64,053 | $77,634-17.5% | $156,549-59.1% | $62,891+1.8% |
| Participation rate | 76.0% | 71.2%+4.8pp | 84.0%-8.0pp | 69.3%+6.7pp |
| Annual return | 6.21% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,600 | $3,444+4.5% | $5,501-34.6% | $2,281+57.8% |
| Participant deferral / active EE | $1,619 | $3,045-46.9% | $4,871-66.8% | $3,203-49.5% |
| Admin fee / account holder | $33,682 | $5,561+505.7% | $13,027+158.5% | $4,296+684.1% |