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 | $71,952 | $185,822-61.3% | $169,993-57.7% | $139,434-48.4% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 18.62% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $11,748 | $7,590+54.8% | $6,785+73.1% | $4,751+147.3% |
| Participant deferral / active EE | $6,836 | $11,622-41.2% | $10,408-34.3% | $6,710+1.9% |
| Admin fee / account holder | $4,437 | $15,381-71.2% | $12,815-65.4% | $11,403-61.1% |