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 | $59,162 | $99,957-40.8% | $149,696-60.5% | $73,488-19.5% |
| Participation rate | 81.4% | 75.7%+5.7pp | 82.5%-1.1pp | 70.7%+10.7pp |
| Annual return | 38.34% | 53.87%-15.5pp | 276.60%-238.3pp | 28.51%+9.8pp |
| Employer contribution / active EE | $3,260 | $3,191+2.2% | $4,644-29.8% | $2,270+43.6% |
| Participant deferral / active EE | $7,070 | $6,073+16.4% | $6,842+3.3% | $3,740+89.1% |
| Admin fee / account holder | $1,755 | $551+218.7% | $9,309-81.1% | $513+242.1% |