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 | $67,042 | $109,817-39.0% | $98,442-31.9% | $167,490-60.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 17.78% | 1956.69%-1938.9pp | 1492.73%-1474.9pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,836 | $3,224-43.1% | $2,960-38.0% | $4,837-62.1% |
| Participant deferral / active EE | $5,200 | $4,673+11.3% | $4,276+21.6% | $6,341-18.0% |
| Admin fee / account holder | $3,225 | $6,753-52.2% | $5,949-45.8% | $12,309-73.8% |