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 | $65,990 | $116,175-43.2% | $93,606-29.5% | $152,861-56.8% |
| Participation rate | 90.9% | 78.0%+12.9pp | 75.8%+15.1pp | 82.4%+8.5pp |
| Annual return | 21.34% | 35.96%-14.6pp | 32.76%-11.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $12,782 | $3,218+297.2% | $2,718+370.3% | $4,762+168.4% |
| Participant deferral / active EE | $3,477 | $4,603-24.5% | $4,069-14.5% | $5,850-40.6% |
| Admin fee / account holder | $40,043 | $10,748+272.6% | $7,888+407.6% | $11,596+245.3% |