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 | $58,773 | $209,411-71.9% | $178,490-67.1% | $158,922-63.0% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 22.46% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,555 | $5,706-55.2% | $5,011-49.0% | $4,761-46.3% |
| Participant deferral / active EE | $4,242 | $5,954-28.8% | $5,202-18.5% | $5,982-29.1% |
| Admin fee / account holder | $9,477 | $17,074-44.5% | $13,984-32.2% | $11,246-15.7% |