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 | $50,021 | $58,208-14.1% | $81,812-38.9% | $80,856-38.1% |
| Participation rate | 97.2% | 63.4%+33.8pp | 72.3%+24.9pp | 67.6%+29.6pp |
| Annual return | 28.20% | 41.66%-13.5pp | 773.79%-745.6pp | 35.59%-7.4pp |
| Employer contribution / active EE | $1,475 | $2,340-37.0% | $2,912-49.4% | $2,755-46.5% |
| Participant deferral / active EE | $6,237 | $3,281+90.1% | $4,319+44.4% | $4,296+45.2% |
| Admin fee / account holder | $625 | $4,981-87.5% | $7,386-91.5% | $6,918-91.0% |