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 | $74,983 | $100,773-25.6% | $88,946-15.7% | $142,382-47.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 16.26% | 70.18%-53.9pp | 57.82%-41.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,870 | $2,918+32.7% | $2,555+51.5% | $4,299-10.0% |
| Participant deferral / active EE | $8,759 | $5,230+67.5% | $4,581+91.2% | $6,507+34.6% |
| Admin fee / account holder | $24,356 | $9,693+151.3% | $8,261+194.8% | $12,624+92.9% |