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 | $67,185 | $89,355-24.8% | $141,162-52.4% | $72,985-7.9% |
| Participation rate | 80.3% | 75.1%+5.1pp | 82.5%-2.2pp | 69.5%+10.8pp |
| Annual return | 20.15% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,884 | $3,114-7.4% | $4,735-39.1% | $2,440+18.2% |
| Participant deferral / active EE | $5,673 | $5,418+4.7% | $6,709-15.4% | $3,607+57.3% |
| Admin fee / account holder | $1,183 | $5,958-80.1% | $10,261-88.5% | $5,124-76.9% |