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 | $51,306 | $74,888-31.5% | $71,209-27.9% | $142,382-64.0% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 17.08% | 345.14%-328.1pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,390 | $2,854-16.3% | $2,721-12.1% | $4,299-44.4% |
| Participant deferral / active EE | $7,330 | $4,454+64.6% | $4,175+75.6% | $6,507+12.6% |
| Admin fee / account holder | $1,046 | $5,568-81.2% | $5,349-80.4% | $12,624-91.7% |