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 | $59,904 | $159,602-62.5% | $150,045-60.1% | $142,382-57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.86% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,979 | $4,961+20.5% | $4,693+27.4% | $4,299+39.1% |
| Participant deferral / active EE | $10,316 | $8,310+24.1% | $7,997+29.0% | $6,507+58.5% |
| Admin fee / account holder | $8,011 | $14,846-46.0% | $13,435-40.4% | $12,624-36.5% |