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 | $66,941 | $85,202-21.4% | $172,739-61.2% | $72,985-8.3% |
| Participation rate | 90.2% | 70.1%+20.1pp | 82.6%+7.5pp | 69.5%+20.7pp |
| Annual return | 22.10% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,107 | $3,324-6.5% | $5,143-39.6% | $2,440+27.3% |
| Participant deferral / active EE | $6,932 | $3,260+112.6% | $5,198+33.4% | $3,607+92.2% |
| Admin fee / account holder | $1,031 | $5,884-82.5% | $13,954-92.6% | $5,124-79.9% |