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 | $67,062 | $107,334-37.5% | $92,893-27.8% | $152,861-56.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 23.48% | 145.58%-122.1pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,440 | $4,221-42.2% | $3,653-33.2% | $4,762-48.8% |
| Participant deferral / active EE | $3,574 | $4,845-26.2% | $4,236-15.6% | $5,850-38.9% |
| Admin fee / account holder | $1,989 | $7,079-71.9% | $5,794-65.7% | $11,596-82.8% |