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 | $75,442 | $183,519-58.9% | $155,509-51.5% | $145,922-48.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 13.33% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,676 | $5,313-30.8% | $4,672-21.3% | $4,660-21.1% |
| Participant deferral / active EE | $5,680 | $6,462-12.1% | $5,626+1.0% | $6,688-15.1% |
| Admin fee / account holder | $1,983 | $19,313-89.7% | $15,912-87.5% | $13,397-85.2% |