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 | $65,362 | $106,515-38.6% | $96,683-32.4% | $139,434-53.1% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.3%+12.0pp | 80.3%+6.0pp |
| Annual return | 14.91% | 38.43%-23.5pp | 35.69%-20.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,674 | $4,103-59.2% | $3,737-55.2% | $4,751-64.8% |
| Participant deferral / active EE | $7,679 | $5,454+40.8% | $4,878+57.4% | $6,710+14.4% |
| Admin fee / account holder | $7,048 | $7,877-10.5% | $6,730+4.7% | $11,403-38.2% |