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 | $61,846 | $114,381-45.9% | $107,525-42.5% | $142,382-56.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.23% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,478 | $4,015-63.2% | $3,754-60.6% | $4,299-65.6% |
| Participant deferral / active EE | $2,585 | $5,564-53.5% | $5,116-49.5% | $6,507-60.3% |
| Admin fee / account holder | $16,626 | $9,860+68.6% | $8,919+86.4% | $12,624+31.7% |