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 | $56,251 | $74,888-24.9% | $71,209-21.0% | $142,382-60.5% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 14.70% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,775 | $2,854-37.8% | $2,721-34.8% | $4,299-58.7% |
| Participant deferral / active EE | $1,393 | $4,454-68.7% | $4,175-66.6% | $6,507-78.6% |
| Admin fee / account holder | $6,866 | $5,568+23.3% | $5,349+28.4% | $12,624-45.6% |