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 | $66,345 | $77,899-14.8% | $149,673-55.7% | $75,163-11.7% |
| Participation rate | 83.1% | 65.6%+17.5pp | 78.8%+4.3pp | 67.2%+15.9pp |
| Annual return | 20.61% | 31.72%-11.1pp | 134.42%-113.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $9,387 | $3,137+199.2% | $4,818+94.8% | $2,670+251.6% |
| Participant deferral / active EE | $5,161 | $3,411+51.3% | $5,680-9.1% | $4,125+25.1% |
| Admin fee / account holder | $9,836 | $5,956+65.1% | $13,210-25.5% | $5,651+74.1% |