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 | $62,575 | $217,402-71.2% | $185,823-66.3% | $167,490-62.6% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 11.33% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,757 | $5,873-70.1% | $5,167-66.0% | $4,837-63.7% |
| Participant deferral / active EE | $5,298 | $6,356-16.7% | $5,568-4.9% | $6,341-16.5% |
| Admin fee / account holder | $68,819 | $19,811+247.4% | $16,237+323.8% | $12,309+459.1% |