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 | $62,553 | $107,934-42.0% | $91,989-32.0% | $152,861-59.1% |
| Participation rate | 93.3% | 81.2%+12.2pp | 78.6%+14.7pp | 82.4%+10.9pp |
| Annual return | 25.45% | 89.24%-63.8pp | 69.02%-43.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,000 | $4,210-52.5% | $3,452-42.1% | $4,762-58.0% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $648 | $10,520-93.8% | $7,743-91.6% | $11,596-94.4% |