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 | $60,505 | $63,346-4.5% | $92,233-34.4% | $70,131-13.7% |
| Participation rate | 83.8% | 68.7%+15.1pp | 76.5%+7.3pp | 69.5%+14.2pp |
| Annual return | 12.44% | 530.12%-517.7pp | 176.28%-163.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,674 | $2,471-32.3% | $3,679-54.5% | $2,342-28.6% |
| Participant deferral / active EE | $2,654 | $2,854-7.0% | $3,897-31.9% | $3,332-20.3% |
| Admin fee / account holder | $6,376 | $3,840+66.0% | $5,194+22.8% | $4,645+37.3% |