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 | $68,278 | $91,552-25.4% | $133,956-49.0% | $79,858-14.5% |
| Participation rate | 93.9% | 73.3%+20.5pp | 79.8%+14.0pp | 69.6%+24.2pp |
| Annual return | 11.87% | 61.85%-50.0pp | 45.09%-33.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $7,511 | $2,384+215.1% | $3,919+91.7% | $2,471+204.0% |
| Participant deferral / active EE | $7,587 | $3,733+103.2% | $5,048+50.3% | $3,740+102.9% |
| Admin fee / account holder | $18,369 | $6,321+190.6% | $8,927+105.8% | $5,306+246.2% |