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 | $62,879 | $71,050-11.5% | $93,606-32.8% | $80,856-22.2% |
| Participation rate | 96.6% | 60.4%+36.1pp | 68.7%+27.8pp | 67.6%+28.9pp |
| Annual return | 10.00% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,946 | $1,564+88.4% | $2,420+21.7% | $2,755+6.9% |
| Participant deferral / active EE | $3,296 | $4,034-18.3% | $4,411-25.3% | $4,296-23.3% |
| Admin fee / account holder | $5,974 | $6,945-14.0% | $8,285-27.9% | $6,918-13.7% |