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 | $74,174 | $154,117-51.9% | $129,995-42.9% | $139,434-46.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 15.01% | 32.48%-17.5pp | -137.18%+152.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,119 | $5,289-22.1% | $4,320-4.6% | $4,751-13.3% |
| Participant deferral / active EE | $9,253 | $6,710+37.9% | $5,820+59.0% | $6,710+37.9% |
| Admin fee / account holder | $9,808 | $14,007-30.0% | $10,614-7.6% | $11,403-14.0% |