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 | $58,708 | $112,096-47.6% | $95,952-38.8% | $158,922-63.1% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 18.22% | 171.09%-152.9pp | 91.61%-73.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $4,194 | $3,198+31.1% | $2,541+65.0% | $4,761-11.9% |
| Participant deferral / active EE | $6,597 | $4,784+37.9% | $4,167+58.3% | $5,982+10.3% |
| Admin fee / account holder | $1,809 | $10,130-82.1% | $6,795-73.4% | $11,246-83.9% |