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 | $76,187 | $152,587-50.1% | $125,175-39.1% | $152,861-50.2% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 25.31% | 54.84%-29.5pp | 43.79%-18.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,708 | $4,946-45.2% | $3,865-29.9% | $4,762-43.1% |
| Participant deferral / active EE | $6,406 | $5,868+9.2% | $4,937+29.8% | $5,850+9.5% |
| Admin fee / account holder | $34,520 | $13,434+157.0% | $9,702+255.8% | $11,596+197.7% |