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 | $53,612 | $93,373-42.6% | $152,466-64.8% | $85,850-37.6% |
| Participation rate | 72.0% | 70.1%+1.9pp | 78.2%-6.2pp | 69.3%+2.7pp |
| Annual return | 13.92% | 21.84%-7.9pp | 757.33%-743.4pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,170 | $2,996-27.6% | $4,327-49.9% | $2,565-15.4% |
| Participant deferral / active EE | $3,972 | $4,550-12.7% | $5,820-31.8% | $3,952+0.5% |
| Admin fee / account holder | $1,135 | $13,853-91.8% | $15,805-92.8% | $6,260-81.9% |