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 | $62,243 | $112,096-44.5% | $95,952-35.1% | $158,922-60.8% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 20.06% | 171.09%-151.0pp | 91.61%-71.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,992 | $3,198-6.4% | $2,541+17.8% | $4,761-37.2% |
| Participant deferral / active EE | $6,829 | $4,784+42.8% | $4,167+63.9% | $5,982+14.2% |
| Admin fee / account holder | $11,013 | $10,130+8.7% | $6,795+62.1% | $11,246-2.1% |