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 | $84,531 | $105,181-19.6% | $159,436-47.0% | $85,850-1.5% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.8%+2.0pp | 69.3%+15.5pp |
| Annual return | 15.27% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,489 | $3,318-55.1% | $4,829-69.2% | $2,565-42.0% |
| Participant deferral / active EE | $7,648 | $5,945+28.7% | $7,352+4.0% | $3,952+93.5% |
| Admin fee / account holder | $3,679 | $6,933-46.9% | $10,799-65.9% | $6,260-41.2% |