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 | $70,898 | $115,770-38.8% | $101,248-30.0% | $158,922-55.4% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 10.88% | 56.14%-45.3pp | 46.47%-35.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $965 | $4,175-76.9% | $3,660-73.6% | $4,761-79.7% |
| Participant deferral / active EE | $2,452 | $4,957-50.5% | $4,370-43.9% | $5,982-59.0% |
| Admin fee / account holder | $10,136 | $7,245+39.9% | $5,945+70.5% | $11,246-9.9% |