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 | $72,547 | $114,381-36.6% | $107,525-32.5% | $142,382-49.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.14% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,000 | $4,015+24.5% | $3,754+33.2% | $4,299+16.3% |
| Participant deferral / active EE | $3,065 | $5,564-44.9% | $5,116-40.1% | $6,507-52.9% |
| Admin fee / account holder | $440 | $9,860-95.5% | $8,919-95.1% | $12,624-96.5% |