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 | $63,233 | $98,750-36.0% | $149,696-57.8% | $79,858-20.8% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 15.89% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,105 | $3,216-34.5% | $4,644-54.7% | $2,471-14.8% |
| Participant deferral / active EE | $4,580 | $5,680-19.4% | $6,842-33.1% | $3,740+22.5% |
| Admin fee / account holder | $3,305 | $6,053-45.4% | $9,309-64.5% | $5,306-37.7% |