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 | $87,374 | $114,381-23.6% | $107,525-18.7% | $142,382-38.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 15.20% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,889 | $4,015-28.0% | $3,754-23.0% | $4,299-32.8% |
| Participant deferral / active EE | $7,983 | $5,564+43.5% | $5,116+56.0% | $6,507+22.7% |
| Admin fee / account holder | $43,336 | $9,860+339.5% | $8,919+385.9% | $12,624+243.3% |