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 | $60,549 | $98,750-38.7% | $149,696-59.6% | $79,858-24.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 21.69% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,678 | $3,216-16.7% | $4,644-42.3% | $2,471+8.4% |
| Participant deferral / active EE | $4,051 | $5,680-28.7% | $6,842-40.8% | $3,740+8.3% |
| Admin fee / account holder | $1,479 | $6,053-75.6% | $9,309-84.1% | $5,306-72.1% |