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 | $60,469 | $136,179-55.6% | $98,755-38.8% | $167,490-63.9% |
| Participation rate | 85.7% | 70.2%+15.5pp | 65.7%+20.0pp | 82.1%+3.6pp |
| Annual return | 14.86% | 67.53%-52.7pp | 49.91%-35.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $9,615 | $2,631+265.4% | $2,067+365.1% | $4,837+98.8% |
| Participant deferral / active EE | $5,142 | $3,716+38.4% | $3,035+69.4% | $6,341-18.9% |
| Admin fee / account holder | $3,541 | $5,031-29.6% | $4,076-13.1% | $12,309-71.2% |