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 | $67,404 | $107,934-37.6% | $91,989-26.7% | $152,861-55.9% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 16.07% | 89.24%-73.2pp | 69.02%-53.0pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,820 | $4,210-56.8% | $3,452-47.3% | $4,762-61.8% |
| Participant deferral / active EE | $6,462 | $6,364+1.5% | $5,923+9.1% | $5,850+10.5% |
| Admin fee / account holder | $433 | $10,520-95.9% | $7,743-94.4% | $11,596-96.3% |