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 | $50,252 | $58,208-13.7% | $81,812-38.6% | $80,856-37.9% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 15.73% | 41.66%-25.9pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,943 | $2,340-16.9% | $2,912-33.3% | $2,755-29.5% |
| Participant deferral / active EE | $3,552 | $3,281+8.3% | $4,319-17.8% | $4,296-17.3% |
| Admin fee / account holder | $762 | $4,981-84.7% | $7,386-89.7% | $6,918-89.0% |