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 | $83,061 | $115,770-28.3% | $101,248-18.0% | $158,922-47.7% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 9.25% | 56.14%-46.9pp | 46.47%-37.2pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,238 | $4,175-46.4% | $3,660-38.8% | $4,761-53.0% |
| Participant deferral / active EE | $3,254 | $4,957-34.4% | $4,370-25.6% | $5,982-45.6% |
| Admin fee / account holder | $13,990 | $7,245+93.1% | $5,945+135.3% | $11,246+24.4% |