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 | $70,842 | $114,381-38.1% | $107,525-34.1% | $142,382-50.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 16.44% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,108 | $4,015+102.0% | $3,754+116.0% | $4,299+88.6% |
| Participant deferral / active EE | $2,262 | $5,564-59.3% | $5,116-55.8% | $6,507-65.2% |
| Admin fee / account holder | $3,900 | $9,860-60.4% | $8,919-56.3% | $12,624-69.1% |