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 9-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 | $66,709 | $133,922-50.2% | $116,228-42.6% | $142,382-53.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 11.86% | 147.76%-135.9pp | 90.06%-78.2pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,500 | $3,446-56.5% | $2,994-49.9% | $4,299-65.1% |
| Participant deferral / active EE | $5,589 | $5,672-1.5% | $4,953+12.8% | $6,507-14.1% |
| Admin fee / account holder | $2,315 | $14,945-84.5% | $11,989-80.7% | $12,624-81.7% |