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 | $42,695 | $152,587-72.0% | $125,175-65.9% | $152,861-72.1% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 25.15% | 54.84%-29.7pp | 43.79%-18.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,117 | $4,946-57.2% | $3,865-45.2% | $4,762-55.5% |
| Participant deferral / active EE | $6,248 | $5,868+6.5% | $4,937+26.6% | $5,850+6.8% |
| Admin fee / account holder | $1,036 | $13,434-92.3% | $9,702-89.3% | $11,596-91.1% |