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 | $60,459 | $68,346-11.5% | $94,646-36.1% | $75,163-19.6% |
| Participation rate | 87.5% | 76.1%+11.4pp | 80.8%+6.7pp | 67.2%+20.3pp |
| Annual return | 24.00% | 616.93%-592.9pp | 156.71%-132.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $3,959 | $2,701+46.6% | $3,672+7.8% | $2,670+48.3% |
| Participant deferral / active EE | $11,471 | $6,537+75.5% | $7,418+54.6% | $4,125+178.1% |
| Admin fee / account holder | $5,489 | $5,326+3.1% | $7,231-24.1% | $5,651-2.9% |