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 | $71,245 | $95,416-25.3% | $185,823-61.7% | $85,850-17.0% |
| Participation rate | 92.1% | 68.8%+23.3pp | 81.7%+10.4pp | 69.3%+22.7pp |
| Annual return | 14.20% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,297 | $3,314-60.9% | $5,167-74.9% | $2,565-49.4% |
| Participant deferral / active EE | $1,840 | $3,423-46.3% | $5,568-67.0% | $3,952-53.4% |
| Admin fee / account holder | $1,379 | $7,213-80.9% | $16,237-91.5% | $6,260-78.0% |