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 | $64,032 | $69,515-7.9% | $86,874-26.3% | $85,850-25.4% |
| Participation rate | 71.8% | 66.3%+5.5pp | 71.6%+0.2pp | 69.3%+2.5pp |
| Annual return | 11.48% | 20.12%-8.6pp | 63.52%-52.0pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,711 | $1,880+44.2% | $2,495+8.6% | $2,565+5.7% |
| Participant deferral / active EE | $4,834 | $2,919+65.6% | $3,699+30.7% | $3,952+22.3% |
| Admin fee / account holder | $11,077 | $5,972+85.5% | $5,828+90.1% | $6,260+76.9% |