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 | $60,292 | $109,327-44.9% | $89,391-32.6% | $158,922-62.1% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 16.23% | 345.68%-329.4pp | 245.62%-229.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,981 | $3,170-37.5% | $2,586-23.4% | $4,761-58.4% |
| Participant deferral / active EE | $6,012 | $4,598+30.7% | $3,890+54.6% | $5,982+0.5% |
| Admin fee / account holder | $9,574 | $6,153+55.6% | $4,881+96.1% | $11,246-14.9% |