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 | $82,963 | $105,181-21.1% | $159,436-48.0% | $85,850-3.4% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.8%-2.3pp | 69.3%+11.2pp |
| Annual return | 13.70% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,421 | $3,318-27.0% | $4,829-49.9% | $2,565-5.6% |
| Participant deferral / active EE | $5,383 | $5,945-9.5% | $7,352-26.8% | $3,952+36.2% |
| Admin fee / account holder | $10,758 | $6,933+55.2% | $10,799-0.4% | $6,260+71.9% |