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 | $69,463 | $114,381-39.3% | $107,525-35.4% | $142,382-51.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.58% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,935 | $4,015+22.9% | $3,754+31.5% | $4,299+14.8% |
| Participant deferral / active EE | $7,705 | $5,564+38.5% | $5,116+50.6% | $6,507+18.4% |
| Admin fee / account holder | $1,856 | $9,860-81.2% | $8,919-79.2% | $12,624-85.3% |