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 | $64,165 | $198,466-67.7% | $170,442-62.4% | $147,584-56.5% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 15.30% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,388 | $6,184-61.4% | $5,433-56.0% | $4,876-51.0% |
| Participant deferral / active EE | $4,482 | $5,629-20.4% | $4,939-9.3% | $5,439-17.6% |
| Admin fee / account holder | $28,269 | $16,852+67.8% | $13,880+103.7% | $10,885+159.7% |