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 | $69,310 | $43,327+60.0% | $59,878+15.8% | $64,186+8.0% |
| Participation rate | 96.7% | 69.2%+27.5pp | 74.7%+22.0pp | 69.6%+27.1pp |
| Annual return | 7.81% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $3,086 | $2,028+52.1% | $2,722+13.4% | $2,381+29.6% |
| Participant deferral / active EE | $2,049 | $2,546-19.5% | $3,402-39.8% | $3,470-40.9% |
| Admin fee / account holder | $11,451 | $3,005+281.1% | $3,590+218.9% | $4,888+134.3% |