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 | $57,266 | $105,181-45.6% | $159,436-64.1% | $85,850-33.3% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.8%+9.6pp | 69.3%+23.1pp |
| Annual return | 16.94% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,999 | $3,318-9.6% | $4,829-37.9% | $2,565+16.9% |
| Participant deferral / active EE | $10,291 | $5,945+73.1% | $7,352+40.0% | $3,952+160.4% |
| Admin fee / account holder | $4,931 | $6,933-28.9% | $10,799-54.3% | $6,260-21.2% |