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 | $64,695 | $53,822+20.2% | $75,696-14.5% | $85,850-24.6% |
| Participation rate | 98.3% | 69.1%+29.2pp | 74.8%+23.4pp | 69.3%+29.0pp |
| Annual return | 14.66% | 24.54%-9.9pp | 104.53%-89.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $4,264 | $2,017+111.4% | $2,743+55.5% | $2,565+66.2% |
| Participant deferral / active EE | $4,128 | $2,895+42.6% | $3,821+8.0% | $3,952+4.5% |
| Admin fee / account holder | $1,801 | $3,343-46.1% | $3,619-50.2% | $6,260-71.2% |