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 | $70,806 | $86,286-17.9% | $111,297-36.4% | $85,850-17.5% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 15.72% | 19.99%-4.3pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,631 | $2,043-20.2% | $2,731-40.3% | $2,565-36.4% |
| Participant deferral / active EE | $3,425 | $3,641-5.9% | $4,487-23.7% | $3,952-13.3% |
| Admin fee / account holder | $1,500 | $8,188-81.7% | $7,964-81.2% | $6,260-76.0% |