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 9-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 | $57,930 | $91,190-36.5% | $178,490-67.5% | $79,858-27.5% |
| Participation rate | 92.2% | 69.2%+23.0pp | 81.9%+10.3pp | 69.6%+22.6pp |
| Annual return | 20.31% | 24.19%-3.9pp | 151.07%-130.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $500 | $3,256-84.6% | $5,011-90.0% | $2,471-79.8% |
| Participant deferral / active EE | $3,768 | $3,236+16.4% | $5,202-27.6% | $3,740+0.7% |
| Admin fee / account holder | $15,565 | $6,751+130.6% | $13,984+11.3% | $5,306+193.3% |