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 | $60,905 | $85,202-28.5% | $172,739-64.7% | $72,985-16.6% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 18.04% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $3,893 | $3,324+17.1% | $5,143-24.3% | $2,440+59.6% |
| Participant deferral / active EE | $2,933 | $3,260-10.0% | $5,198-43.6% | $3,607-18.7% |
| Admin fee / account holder | $6,250 | $5,884+6.2% | $13,954-55.2% | $5,124+22.0% |