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 | $65,173 | $111,724-41.7% | $93,606-30.4% | $145,922-55.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 11.87% | 202.98%-191.1pp | 133.20%-121.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,366 | $3,090-55.8% | $2,420-43.6% | $4,660-70.7% |
| Participant deferral / active EE | $2,024 | $4,912-58.8% | $4,411-54.1% | $6,688-69.7% |
| Admin fee / account holder | $15,669 | $10,250+52.9% | $8,285+89.1% | $13,397+17.0% |