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 | $66,050 | $58,208+13.5% | $81,812-19.3% | $80,856-18.3% |
| Participation rate | 91.2% | 63.4%+27.8pp | 72.3%+18.9pp | 67.6%+23.6pp |
| Annual return | 23.97% | 41.66%-17.7pp | 773.79%-749.8pp | 35.59%-11.6pp |
| Employer contribution / active EE | $1,396 | $2,340-40.4% | $2,912-52.1% | $2,755-49.3% |
| Participant deferral / active EE | $1,551 | $3,281-52.7% | $4,319-64.1% | $4,296-63.9% |
| Admin fee / account holder | $2,251 | $4,981-54.8% | $7,386-69.5% | $6,918-67.5% |