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 | $52,890 | $34,308+54.2% | $74,701-29.2% | $72,985-27.5% |
| Participation rate | 82.9% | 42.4%+40.5pp | 54.5%+28.4pp | 69.5%+13.4pp |
| Annual return | 18.94% | 26.58%-7.6pp | 752.92%-734.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $600 | $692-13.3% | $1,084-44.7% | $2,440-75.4% |
| Participant deferral / active EE | $3,409 | $1,271+168.1% | $1,964+73.6% | $3,607-5.5% |
| Admin fee / account holder | $4,786 | $2,124+125.3% | $3,333+43.6% | $5,124-6.6% |