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 | $59,768 | $111,724-46.5% | $93,606-36.1% | $145,922-59.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 8.00% | 202.98%-195.0pp | 133.20%-125.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,500 | $3,090-19.1% | $2,420+3.3% | $4,660-46.3% |
| Participant deferral / active EE | $2,131 | $4,912-56.6% | $4,411-51.7% | $6,688-68.1% |
| Admin fee / account holder | $2,095 | $10,250-79.6% | $8,285-74.7% | $13,397-84.4% |