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 | $58,190 | $78,422-25.8% | $95,952-39.4% | $79,858-27.1% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.8pp | 69.6%+28.2pp |
| Annual return | 16.37% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,380 | $1,945+73.8% | $2,541+33.0% | $2,471+36.8% |
| Participant deferral / active EE | $2,764 | $3,440-19.7% | $4,167-33.7% | $3,740-26.1% |
| Admin fee / account holder | $492 | $5,622-91.3% | $6,795-92.8% | $5,306-90.7% |