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 | $78,319 | $81,208-3.6% | $98,907-20.8% | $79,858-1.9% |
| Participation rate | 95.7% | 72.5%+23.1pp | 76.0%+19.6pp | 69.6%+26.0pp |
| Annual return | 12.14% | 60.99%-48.9pp | 196.43%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $518 | $1,960-73.6% | $2,689-80.7% | $2,471-79.0% |
| Participant deferral / active EE | $4,671 | $3,265+43.1% | $4,244+10.0% | $3,740+24.9% |
| Admin fee / account holder | $15,232 | $6,013+153.3% | $6,642+129.3% | $5,306+187.1% |