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 | $72,578 | $114,381-36.5% | $107,525-32.5% | $142,382-49.0% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 14.61% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,861 | $4,015-28.7% | $3,754-23.8% | $4,299-33.5% |
| Participant deferral / active EE | $6,459 | $5,564+16.1% | $5,116+26.3% | $6,507-0.7% |
| Admin fee / account holder | $2,487 | $9,860-74.8% | $8,919-72.1% | $12,624-80.3% |