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 | $70,497 | $81,208-13.2% | $98,907-28.7% | $79,858-11.7% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.1pp |
| Annual return | 11.04% | 60.99%-49.9pp | 196.43%-185.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,281 | $1,960-34.6% | $2,689-52.4% | $2,471-48.2% |
| Participant deferral / active EE | $3,249 | $3,265-0.5% | $4,244-23.5% | $3,740-13.1% |
| Admin fee / account holder | $18,148 | $6,013+201.8% | $6,642+173.3% | $5,306+242.0% |