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 | $70,657 | $142,405-50.4% | $115,157-38.6% | $152,861-53.8% |
| Participation rate | 91.3% | 82.4%+9.0pp | 75.9%+15.4pp | 82.4%+8.9pp |
| Annual return | 20.43% | 41.48%-21.0pp | 35.60%-15.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $7,674 | $4,010+91.4% | $3,179+141.4% | $4,762+61.1% |
| Participant deferral / active EE | $3,337 | $5,164-35.4% | $4,168-19.9% | $5,850-43.0% |
| Admin fee / account holder | $5,844 | $8,462-30.9% | $7,088-17.6% | $11,596-49.6% |