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 | $66,600 | $138,347-51.9% | $184,203-63.8% | $80,856-17.6% |
| Participation rate | 89.5% | 83.9%+5.6pp | 86.8%+2.7pp | 67.6%+21.8pp |
| Annual return | 12.24% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,026 | $4,850-37.6% | $6,427-52.9% | $2,755+9.8% |
| Participant deferral / active EE | $3,191 | $7,071-54.9% | $9,131-65.1% | $4,296-25.7% |
| Admin fee / account holder | $3,992 | $10,483-61.9% | $13,901-71.3% | $6,918-42.3% |