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 | $58,644 | $65,041-9.8% | $90,951-35.5% | $79,858-26.6% |
| Participation rate | 86.0% | 61.6%+24.4pp | 69.0%+17.0pp | 69.6%+16.4pp |
| Annual return | 17.21% | 30.45%-13.2pp | 134.60%-117.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,902 | $1,247+132.7% | $2,122+36.7% | $2,471+17.4% |
| Participant deferral / active EE | $6,651 | $2,512+164.8% | $3,373+97.2% | $3,740+77.8% |
| Admin fee / account holder | $3,912 | $4,536-13.8% | $5,959-34.3% | $5,306-26.3% |