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 | $82,007 | $111,724-26.6% | $93,606-12.4% | $145,922-43.8% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 10.24% | 202.98%-192.7pp | 133.20%-123.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,221 | $3,090-60.5% | $2,420-49.5% | $4,660-73.8% |
| Participant deferral / active EE | $1,877 | $4,912-61.8% | $4,411-57.4% | $6,688-71.9% |
| Admin fee / account holder | $20,249 | $10,250+97.6% | $8,285+144.4% | $13,397+51.1% |