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 | $55,234 | $102,317-46.0% | $146,958-62.4% | $80,856-31.7% |
| Participation rate | 92.1% | 75.8%+16.2pp | 82.2%+9.9pp | 67.6%+24.4pp |
| Annual return | 15.95% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,022 | $3,713-18.6% | $4,933-38.7% | $2,755+9.7% |
| Participant deferral / active EE | $8,907 | $6,644+34.1% | $8,070+10.4% | $4,296+107.4% |
| Admin fee / account holder | $5,844 | $7,941-26.4% | $12,998-55.0% | $6,918-15.5% |