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 | $62,530 | $74,888-16.5% | $71,209-12.2% | $142,382-56.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 14.67% | 345.14%-330.5pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,375 | $2,854+18.2% | $2,721+24.0% | $4,299-21.5% |
| Participant deferral / active EE | $9,037 | $4,454+102.9% | $4,175+116.5% | $6,507+38.9% |
| Admin fee / account holder | $16,260 | $5,568+192.0% | $5,349+204.0% | $12,624+28.8% |