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 | $65,158 | $197,591-67.0% | $177,821-63.4% | $158,922-59.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 20.98% | 58.76%-37.8pp | 48.32%-27.3pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,598 | $6,697-76.1% | $5,918-73.0% | $4,761-66.4% |
| Participant deferral / active EE | $5,093 | $8,405-39.4% | $7,714-34.0% | $5,982-14.9% |
| Admin fee / account holder | $28,275 | $15,399+83.6% | $12,427+127.5% | $11,246+151.4% |