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 | $57,872 | $105,181-45.0% | $159,436-63.7% | $85,850-32.6% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.8%-6.7pp | 69.3%+6.8pp |
| Annual return | 19.58% | 45.07%-25.5pp | 263.57%-244.0pp | 318.53%-299.0pp |
| Employer contribution / active EE | $2,384 | $3,318-28.2% | $4,829-50.6% | $2,565-7.1% |
| Participant deferral / active EE | $6,222 | $5,945+4.7% | $7,352-15.4% | $3,952+57.5% |
| Admin fee / account holder | $368 | $6,933-94.7% | $10,799-96.6% | $6,260-94.1% |