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 | $59,487 | $53,822+10.5% | $75,696-21.4% | $85,850-30.7% |
| Participation rate | 92.5% | 69.1%+23.4pp | 74.8%+17.7pp | 69.3%+23.2pp |
| Annual return | 21.74% | 24.54%-2.8pp | 104.53%-82.8pp | 318.53%-296.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,071 | $2,895-63.0% | $3,821-72.0% | $3,952-72.9% |
| Admin fee / account holder | $7,999 | $3,343+139.3% | $3,619+121.0% | $6,260+27.8% |