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 | $78,085 | $105,181-25.8% | $159,436-51.0% | $85,850-9.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.17% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $3,082 | $3,318-7.1% | $4,829-36.2% | $2,565+20.1% |
| Participant deferral / active EE | $6,915 | $5,945+16.3% | $7,352-6.0% | $3,952+75.0% |
| Admin fee / account holder | $4,814 | $6,933-30.6% | $10,799-55.4% | $6,260-23.1% |