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 | $55,596 | $124,319-55.3% | $111,297-50.0% | $167,490-66.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.32% | 37.44%-25.1pp | 54.65%-42.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,664 | $3,435-22.5% | $2,731-2.5% | $4,837-44.9% |
| Participant deferral / active EE | $5,687 | $5,180+9.8% | $4,487+26.7% | $6,341-10.3% |
| Admin fee / account holder | $2,829 | $10,618-73.4% | $7,964-64.5% | $12,309-77.0% |