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 | $83,803 | $115,770-27.6% | $101,248-17.2% | $158,922-47.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 12.76% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,428 | $4,175-65.8% | $3,660-61.0% | $4,761-70.0% |
| Participant deferral / active EE | $6,448 | $4,957+30.1% | $4,370+47.5% | $5,982+7.8% |
| Admin fee / account holder | $1,547 | $7,245-78.6% | $5,945-74.0% | $11,246-86.2% |