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 | $60,645 | $45,073+34.5% | $69,455-12.7% | $72,985-16.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.52% | 22.65%-4.1pp | 28.97%-10.4pp | 81.00%-62.5pp |
| Employer contribution / active EE | $574 | $2,054-72.1% | $2,779-79.3% | $2,440-76.5% |
| Participant deferral / active EE | $5,537 | $2,602+112.8% | $3,535+56.6% | $3,607+53.5% |
| Admin fee / account holder | $1,115 | $3,056-63.5% | $3,839-71.0% | $5,124-78.2% |