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 | $63,192 | $58,208+8.6% | $81,812-22.8% | $80,856-21.8% |
| Participation rate | 74.5% | 63.4%+11.1pp | 72.3%+2.2pp | 67.6%+6.9pp |
| Annual return | 12.92% | 41.66%-28.7pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,217 | $2,340-5.2% | $2,912-23.9% | $2,755-19.5% |
| Participant deferral / active EE | $4,181 | $3,281+27.4% | $4,319-3.2% | $4,296-2.7% |
| Admin fee / account holder | $4,624 | $4,981-7.2% | $7,386-37.4% | $6,918-33.2% |