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 | $68,474 | $107,934-36.6% | $91,989-25.6% | $152,861-55.2% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 20.81% | 89.24%-68.4pp | 69.02%-48.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,876 | $4,210-55.4% | $3,452-45.6% | $4,762-60.6% |
| Participant deferral / active EE | $2,911 | $6,364-54.3% | $5,923-50.9% | $5,850-50.2% |
| Admin fee / account holder | $27,196 | $10,520+158.5% | $7,743+251.2% | $11,596+134.5% |