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 | $66,062 | $100,326-34.2% | $180,183-63.3% | $84,808-22.1% |
| Participation rate | 97.4% | 71.0%+26.4pp | 77.4%+19.9pp | 68.3%+29.1pp |
| Annual return | 17.44% | 17.86%-0.4pp | 27.86%-10.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,520 | $3,269+38.3% | $5,039-10.3% | $2,631+71.8% |
| Participant deferral / active EE | $6,996 | $5,066+38.1% | $6,822+2.5% | $4,212+66.1% |
| Admin fee / account holder | $20,589 | $9,674+112.8% | $19,975+3.1% | $7,344+180.4% |