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 | $72,200 | $95,971-24.8% | $74,550-3.2% | $135,375-46.7% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 1.59% | 56.96%-55.4pp | 32.53%-30.9pp | 519.73%-518.1pp |
| Employer contribution / active EE | $1,157 | $2,716-57.4% | $1,961-41.0% | $4,779-75.8% |
| Participant deferral / active EE | $4,394 | $3,843+14.3% | $3,108+41.4% | $5,609-21.7% |
| Admin fee / account holder | $14,810 | $6,522+127.1% | $5,060+192.7% | $10,827+36.8% |