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 | $58,471 | $65,409-10.6% | $98,442-40.6% | $85,850-31.9% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.8pp | 69.3%+26.8pp |
| Annual return | 13.03% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $950 | $2,168-56.2% | $2,960-67.9% | $2,565-62.9% |
| Participant deferral / active EE | $2,877 | $3,166-9.1% | $4,276-32.7% | $3,952-27.2% |
| Admin fee / account holder | $9,352 | $4,593+103.6% | $5,949+57.2% | $6,260+49.4% |