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 | $57,771 | $114,381-49.5% | $107,525-46.3% | $142,382-59.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 15.56% | 242.71%-227.1pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,179 | $4,015-20.8% | $3,754-15.3% | $4,299-26.1% |
| Participant deferral / active EE | $7,394 | $5,564+32.9% | $5,116+44.5% | $6,507+13.6% |
| Admin fee / account holder | $22,377 | $9,860+126.9% | $8,919+150.9% | $12,624+77.3% |