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 | $69,536 | $112,096-38.0% | $95,952-27.5% | $158,922-56.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.71% | 171.09%-162.4pp | 91.61%-82.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,942 | $3,198-39.3% | $2,541-23.6% | $4,761-59.2% |
| Participant deferral / active EE | $4,507 | $4,784-5.8% | $4,167+8.2% | $5,982-24.7% |
| Admin fee / account holder | $2,981 | $10,130-70.6% | $6,795-56.1% | $11,246-73.5% |