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 | $60,484 | $53,516+13.0% | $126,539-52.2% | $84,808-28.7% |
| Participation rate | 94.9% | 58.2%+36.6pp | 69.8%+25.1pp | 68.3%+26.6pp |
| Annual return | 17.42% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,667 | $1,535+73.8% | $3,674-27.4% | $2,631+1.4% |
| Participant deferral / active EE | $3,922 | $2,671+46.8% | $4,083-3.9% | $4,212-6.9% |
| Admin fee / account holder | $10,237 | $4,497+127.7% | $6,065+68.8% | $7,344+39.4% |