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 | $57,114 | $93,373-38.8% | $152,466-62.5% | $85,850-33.5% |
| Participation rate | 95.2% | 70.1%+25.1pp | 78.2%+17.0pp | 69.3%+25.8pp |
| Annual return | 14.25% | 21.84%-7.6pp | 757.33%-743.1pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,150 | $2,996+5.2% | $4,327-27.2% | $2,565+22.8% |
| Participant deferral / active EE | $5,728 | $4,550+25.9% | $5,820-1.6% | $3,952+45.0% |
| Admin fee / account holder | $32,704 | $13,853+136.1% | $15,805+106.9% | $6,260+422.4% |