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 | $67,845 | $85,766-20.9% | $136,294-50.2% | $70,131-3.3% |
| Participation rate | 79.5% | 74.2%+5.4pp | 81.9%-2.4pp | 69.5%+10.0pp |
| Annual return | 16.83% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,574 | $2,966-46.9% | $4,695-66.5% | $2,342-32.8% |
| Participant deferral / active EE | $3,330 | $5,051-34.1% | $6,247-46.7% | $3,3320% |
| Admin fee / account holder | $12,947 | $5,420+138.9% | $9,243+40.1% | $4,645+178.7% |