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 | $74,762 | $89,753-16.7% | $107,525-30.5% | $84,808-11.8% |
| Participation rate | 89.4% | 68.1%+21.3pp | 75.1%+14.3pp | 68.3%+21.1pp |
| Annual return | 16.99% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,000 | $3,113-67.9% | $3,754-73.4% | $2,631-62.0% |
| Participant deferral / active EE | $5,064 | $4,056+24.8% | $5,116-1.0% | $4,212+20.2% |
| Admin fee / account holder | $8,643 | $7,222+19.7% | $8,919-3.1% | $7,344+17.7% |