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 | $56,159 | $93,571-40.0% | $135,903-58.7% | $75,163-25.3% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 17.71% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $19,432 | $3,537+449.5% | $4,856+300.2% | $2,670+627.9% |
| Participant deferral / active EE | $13,718 | $6,404+114.2% | $7,758+76.8% | $4,125+232.5% |
| Admin fee / account holder | $702 | $6,975-89.9% | $10,762-93.5% | $5,651-87.6% |