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 | $66,629 | $91,190-26.9% | $178,490-62.7% | $79,858-16.6% |
| Participation rate | 99.0% | 69.2%+29.8pp | 81.9%+17.1pp | 69.6%+29.3pp |
| Annual return | 15.07% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $6,216 | $3,256+90.9% | $5,011+24.1% | $2,471+151.6% |
| Participant deferral / active EE | $5,696 | $3,236+76.0% | $5,202+9.5% | $3,740+52.3% |
| Admin fee / account holder | $8,594 | $6,751+27.3% | $13,984-38.5% | $5,306+62.0% |