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 | $80,647 | $109,817-26.6% | $98,442-18.1% | $167,490-51.8% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 17.00% | 1956.69%-1939.7pp | 1492.73%-1475.7pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,291 | $3,224-28.9% | $2,960-22.6% | $4,837-52.6% |
| Participant deferral / active EE | $6,466 | $4,673+38.4% | $4,276+51.2% | $6,341+2.0% |
| Admin fee / account holder | $12,215 | $6,753+80.9% | $5,949+105.3% | $12,309-0.8% |