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 | $115,226 | $165,984-30.6% | $164,813-30.1% | $145,922-21.0% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.6%+8.4pp | 80.3%+6.7pp |
| Annual return | 11.69% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,815 | $5,273-65.6% | $4,341-58.2% | $4,660-61.0% |
| Participant deferral / active EE | $4,528 | $6,959-34.9% | $6,031-24.9% | $6,688-32.3% |
| Admin fee / account holder | $3,015 | $16,648-81.9% | $12,690-76.2% | $13,397-77.5% |