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 | $69,605 | $74,888-7.1% | $71,209-2.3% | $142,382-51.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.08% | 345.14%-331.1pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,748 | $2,854-3.7% | $2,721+1.0% | $4,299-36.1% |
| Participant deferral / active EE | $9,204 | $4,454+106.6% | $4,175+120.5% | $6,507+41.4% |
| Admin fee / account holder | $38,929 | $5,568+599.1% | $5,349+627.8% | $12,624+208.4% |