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 | $56,318 | $60,124-6.3% | $90,404-37.7% | $79,858-29.5% |
| Participation rate | 89.6% | 65.0%+24.6pp | 72.7%+16.9pp | 69.6%+20.0pp |
| Annual return | 12.54% | 71.94%-59.4pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,787 | $2,068+34.8% | $3,262-14.6% | $2,471+12.8% |
| Participant deferral / active EE | $2,232 | $2,938-24.0% | $3,963-43.7% | $3,740-40.3% |
| Admin fee / account holder | $3,326 | $3,976-16.3% | $5,611-40.7% | $5,306-37.3% |