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 | $67,798 | $121,625-44.3% | $104,607-35.2% | $158,922-57.3% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 17.37% | 465.26%-447.9pp | 340.46%-323.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,042 | $3,163-3.8% | $2,681+13.5% | $4,761-36.1% |
| Participant deferral / active EE | $5,067 | $4,177+21.3% | $3,740+35.5% | $5,982-15.3% |
| Admin fee / account holder | $4,727 | $7,787-39.3% | $6,473-27.0% | $11,246-58.0% |