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 | $60,690 | $74,888-19.0% | $71,209-14.8% | $142,382-57.4% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 17.45% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,807 | $2,854-1.7% | $2,721+3.2% | $4,299-34.7% |
| Participant deferral / active EE | $5,940 | $4,454+33.4% | $4,175+42.3% | $6,507-8.7% |
| Admin fee / account holder | $1,194 | $5,568-78.6% | $5,349-77.7% | $12,624-90.5% |