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 9-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 | $58,189 | $65,409-11.0% | $98,442-40.9% | $85,850-32.2% |
| Participation rate | 86.8% | 65.0%+21.8pp | 73.3%+13.5pp | 69.3%+17.5pp |
| Annual return | 13.91% | 21.76%-7.8pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,026 | $2,168-6.6% | $2,960-31.6% | $2,565-21.0% |
| Participant deferral / active EE | $7,480 | $3,166+136.2% | $4,276+74.9% | $3,952+89.3% |
| Admin fee / account holder | $6,823 | $4,593+48.6% | $5,949+14.7% | $6,260+9.0% |