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 | $61,838 | $58,828+5.1% | $77,999-20.7% | $62,891-1.7% |
| Participation rate | 98.0% | 71.1%+27.0pp | 75.5%+22.5pp | 69.3%+28.7pp |
| Annual return | 5.63% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,814 | $1,672+68.3% | $2,470+13.9% | $2,281+23.4% |
| Participant deferral / active EE | $3,030 | $2,686+12.8% | $3,497-13.4% | $3,203-5.4% |
| Admin fee / account holder | $4,664 | $4,393+6.2% | $5,480-14.9% | $4,296+8.6% |