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 | $56,443 | $70,606-20.1% | $53,898+4.7% | $142,382-60.4% |
| Participation rate | 93.8% | 63.7%+30.0pp | 55.0%+38.8pp | 80.1%+13.6pp |
| Annual return | 18.79% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $538 | $1,202-55.2% | $932-42.3% | $4,299-87.5% |
| Participant deferral / active EE | $3,601 | $2,364+52.3% | $1,826+97.2% | $6,507-44.7% |
| Admin fee / account holder | $58,714 | $2,852+1959.0% | $2,491+2257.2% | $12,624+365.1% |