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 | $67,943 | $98,750-31.2% | $149,696-54.6% | $79,858-14.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 20.43% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,155 | $3,216-33.0% | $4,644-53.6% | $2,471-12.8% |
| Participant deferral / active EE | $2,808 | $5,680-50.6% | $6,842-59.0% | $3,740-24.9% |
| Admin fee / account holder | $8,312 | $6,053+37.3% | $9,309-10.7% | $5,306+56.6% |