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 | $67,613 | $54,705+23.6% | $71,209-5.1% | $84,808-20.3% |
| Participation rate | 96.9% | 64.1%+32.9pp | 73.8%+23.2pp | 68.3%+28.6pp |
| Annual return | 13.86% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,117 | $2,158-1.9% | $2,721-22.2% | $2,631-19.5% |
| Participant deferral / active EE | $1,655 | $3,030-45.4% | $4,175-60.3% | $4,212-60.7% |
| Admin fee / account holder | $1,219 | $4,863-74.9% | $5,349-77.2% | $7,344-83.4% |