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 | $82,341 | $89,753-8.3% | $107,525-23.4% | $84,808-2.9% |
| Participation rate | 85.3% | 68.1%+17.2pp | 75.1%+10.2pp | 68.3%+17.0pp |
| Annual return | 13.47% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,619 | $3,113-48.0% | $3,754-56.9% | $2,631-38.4% |
| Participant deferral / active EE | $4,354 | $4,056+7.3% | $5,116-14.9% | $4,212+3.4% |
| Admin fee / account holder | $14,261 | $7,222+97.5% | $8,919+59.9% | $7,344+94.2% |