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 | $82,045 | $105,181-22.0% | $159,436-48.5% | $85,850-4.4% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 13.08% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $661 | $3,318-80.1% | $4,829-86.3% | $2,565-74.2% |
| Participant deferral / active EE | $3,304 | $5,945-44.4% | $7,352-55.1% | $3,952-16.4% |
| Admin fee / account holder | $2,842 | $6,933-59.0% | $10,799-73.7% | $6,260-54.6% |