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 | $61,311 | $94,625-35.2% | $116,228-47.2% | $84,808-27.7% |
| Participation rate | 86.7% | 70.4%+16.2pp | 74.6%+12.1pp | 68.3%+18.4pp |
| Annual return | 13.66% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,390 | $2,347+129.7% | $2,994+80.0% | $2,631+104.9% |
| Participant deferral / active EE | $4,231 | $3,972+6.5% | $4,953-14.6% | $4,212+0.4% |
| Admin fee / account holder | $5,231 | $10,091-48.2% | $11,989-56.4% | $7,344-28.8% |