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 | $66,826 | $109,982-39.2% | $97,226-31.3% | $145,922-54.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 8.11% | 242.90%-234.8pp | 75.13%-67.0pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,853 | $3,084-39.9% | $2,729-32.1% | $4,660-60.2% |
| Participant deferral / active EE | $2,192 | $4,676-53.1% | $4,264-48.6% | $6,688-67.2% |
| Admin fee / account holder | $45,784 | $6,221+636.0% | $5,654+709.8% | $13,397+241.7% |