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 | $59,924 | $74,888-20.0% | $71,209-15.8% | $142,382-57.9% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 14.42% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $9,078 | $2,854+218.1% | $2,721+233.6% | $4,299+111.2% |
| Participant deferral / active EE | $12,601 | $4,454+182.9% | $4,175+201.8% | $6,507+93.7% |
| Admin fee / account holder | $7,300 | $5,568+31.1% | $5,349+36.5% | $12,624-42.2% |