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 | $74,021 | $114,381-35.3% | $107,525-31.2% | $142,382-48.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 19.94% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,324 | $4,015-17.2% | $3,754-11.5% | $4,299-22.7% |
| Participant deferral / active EE | $8,521 | $5,564+53.1% | $5,116+66.6% | $6,507+30.9% |
| Admin fee / account holder | $1,447 | $9,860-85.3% | $8,919-83.8% | $12,624-88.5% |