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 | $43,875 | $183,519-76.1% | $155,509-71.8% | $145,922-69.9% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 13.79% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,598 | $5,313-32.3% | $4,672-23.0% | $4,660-22.8% |
| Participant deferral / active EE | $6,546 | $6,462+1.3% | $5,626+16.4% | $6,688-2.1% |
| Admin fee / account holder | $29,334 | $19,313+51.9% | $15,912+84.4% | $13,397+119.0% |