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 | $68,533 | $105,181-34.8% | $159,436-57.0% | $85,850-20.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.6pp |
| Annual return | 13.45% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $4,362 | $3,318+31.4% | $4,829-9.7% | $2,565+70.0% |
| Participant deferral / active EE | $5,638 | $5,945-5.2% | $7,352-23.3% | $3,952+42.7% |
| Admin fee / account holder | $3,515 | $6,933-49.3% | $10,799-67.4% | $6,260-43.8% |