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 | $60,585 | $114,381-47.0% | $107,525-43.7% | $142,382-57.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.31% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,897 | $4,015-2.9% | $3,754+3.8% | $4,299-9.4% |
| Participant deferral / active EE | $5,466 | $5,564-1.8% | $5,116+6.8% | $6,507-16.0% |
| Admin fee / account holder | $10,515 | $9,860+6.6% | $8,919+17.9% | $12,624-16.7% |