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 | $71,347 | $47,944+48.8% | $67,834+5.2% | $62,891+13.4% |
| Participation rate | 80.0% | 61.1%+18.9pp | 68.8%+11.2pp | 69.3%+10.7pp |
| Annual return | 7.88% | 11.77%-3.9pp | 138.47%-130.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,694 | $1,562+8.4% | $2,403-29.5% | $2,281-25.8% |
| Participant deferral / active EE | $2,739 | $2,247+21.9% | $3,160-13.3% | $3,203-14.5% |
| Admin fee / account holder | $2,020 | $3,712-45.6% | $4,622-56.3% | $4,296-53.0% |