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 | $64,870 | $74,888-13.4% | $71,209-8.9% | $142,382-54.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.22% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,360 | $2,854+52.8% | $2,721+60.2% | $4,299+1.4% |
| Participant deferral / active EE | $5,587 | $4,454+25.4% | $4,175+33.8% | $6,507-14.1% |
| Admin fee / account holder | $4,459 | $5,568-19.9% | $5,349-16.6% | $12,624-64.7% |