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 | $74,665 | $114,381-34.7% | $107,525-30.6% | $142,382-47.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.38% | 242.71%-215.3pp | 181.32%-153.9pp | 217.08%-189.7pp |
| Employer contribution / active EE | $5,436 | $4,015+35.4% | $3,754+44.8% | $4,299+26.4% |
| Participant deferral / active EE | $6,621 | $5,564+19.0% | $5,116+29.4% | $6,507+1.7% |
| Admin fee / account holder | $1,971 | $9,860-80.0% | $8,919-77.9% | $12,624-84.4% |