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 | $72,856 | $115,770-37.1% | $101,248-28.0% | $158,922-54.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 11.29% | 56.14%-44.9pp | 46.47%-35.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,456 | $4,175-65.1% | $3,660-60.2% | $4,761-69.4% |
| Participant deferral / active EE | $5,997 | $4,957+21.0% | $4,370+37.2% | $5,982+0.2% |
| Admin fee / account holder | $13,298 | $7,245+83.5% | $5,945+123.7% | $11,246+18.3% |