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 | $64,486 | $71,050-9.2% | $93,606-31.1% | $80,856-20.2% |
| Participation rate | 75.8% | 60.4%+15.4pp | 68.7%+7.0pp | 67.6%+8.1pp |
| Annual return | 10.64% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,869 | $1,564+19.5% | $2,420-22.8% | $2,755-32.2% |
| Participant deferral / active EE | $3,684 | $4,034-8.7% | $4,411-16.5% | $4,296-14.2% |
| Admin fee / account holder | $3,831 | $6,945-44.8% | $8,285-53.8% | $6,918-44.6% |