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 | $65,805 | $102,317-35.7% | $146,958-55.2% | $80,856-18.6% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 12.30% | 134.76%-122.5pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,679 | $3,713+26.0% | $4,933-5.1% | $2,755+69.8% |
| Participant deferral / active EE | $8,678 | $6,644+30.6% | $8,070+7.5% | $4,296+102.0% |
| Admin fee / account holder | $13,274 | $7,941+67.2% | $12,998+2.1% | $6,918+91.9% |