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 | $83,679 | $111,724-25.1% | $93,606-10.6% | $145,922-42.7% |
| Participation rate | 81.3% | 74.2%+7.0pp | 68.7%+12.5pp | 80.3%+1.0pp |
| Annual return | 12.59% | 202.98%-190.4pp | 133.20%-120.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,304 | $3,090+39.3% | $2,420+77.9% | $4,660-7.6% |
| Participant deferral / active EE | $13,496 | $4,912+174.8% | $4,411+205.9% | $6,688+101.8% |
| Admin fee / account holder | $32,983 | $10,250+221.8% | $8,285+298.1% | $13,397+146.2% |