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 | $56,307 | $52,953+6.3% | $172,739-67.4% | $65,185-13.6% |
| Participation rate | 95.0% | 66.2%+28.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 20.24% | 30.12%-9.9pp | 802.84%-782.6pp | 29.38%-9.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,224 | $2,471+30.5% | $5,198-38.0% | $3,514-8.2% |
| Admin fee / account holder | $8,152 | $472+1627.4% | $13,954-41.6% | $847+862.3% |