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 | $58,733 | $115,770-49.3% | $101,248-42.0% | $158,922-63.0% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 13.05% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,224 | $4,175-22.8% | $3,660-11.9% | $4,761-32.3% |
| Participant deferral / active EE | $4,453 | $4,957-10.2% | $4,370+1.9% | $5,982-25.6% |
| Admin fee / account holder | $4,294 | $7,245-40.7% | $5,945-27.8% | $11,246-61.8% |