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 | $55,656 | $105,181-47.1% | $159,436-65.1% | $85,850-35.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 13.83% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,781 | $3,318-46.3% | $4,829-63.1% | $2,565-30.6% |
| Participant deferral / active EE | $2,738 | $5,945-53.9% | $7,352-62.8% | $3,952-30.7% |
| Admin fee / account holder | $8,339 | $6,933+20.3% | $10,799-22.8% | $6,260+33.2% |