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 | $68,449 | $114,381-40.2% | $107,525-36.3% | $142,382-51.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 18.66% | 242.71%-224.0pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $11,216 | $4,015+179.4% | $3,754+198.8% | $4,299+160.9% |
| Participant deferral / active EE | $3,795 | $5,564-31.8% | $5,116-25.8% | $6,507-41.7% |
| Admin fee / account holder | $5,803 | $9,860-41.1% | $8,919-34.9% | $12,624-54.0% |