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 | $76,908 | $102,966-25.3% | $90,281-14.8% | $152,861-49.7% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 19.38% | 95.16%-75.8pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $438 | $3,139-86.0% | $2,854-84.6% | $4,762-90.8% |
| Participant deferral / active EE | $2,059 | $4,281-51.9% | $3,885-47.0% | $5,850-64.8% |
| Admin fee / account holder | $4,297 | $6,171-30.4% | $5,351-19.7% | $11,596-62.9% |