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 | $65,998 | $95,416-30.8% | $185,823-64.5% | $85,850-23.1% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 13.84% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,280 | $3,314-31.2% | $5,167-55.9% | $2,565-11.1% |
| Participant deferral / active EE | $3,434 | $3,423+0.3% | $5,568-38.3% | $3,952-13.1% |
| Admin fee / account holder | $16,833 | $7,213+133.4% | $16,237+3.7% | $6,260+168.9% |