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 | $88,112 | $154,117-42.8% | $129,995-32.2% | $139,434-36.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 15.13% | 32.48%-17.3pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,820 | $5,289-46.7% | $4,320-34.7% | $4,751-40.6% |
| Participant deferral / active EE | $6,486 | $6,710-3.3% | $5,820+11.4% | $6,710-3.3% |
| Admin fee / account holder | $13,885 | $14,007-0.9% | $10,614+30.8% | $11,403+21.8% |