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 | $64,251 | $117,983-45.5% | $101,794-36.9% | $142,382-54.9% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.2%+15.0pp | 80.1%+4.1pp |
| Annual return | 12.00% | 36.92%-24.9pp | 30.53%-18.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,705 | $2,773+33.6% | $2,289+61.9% | $4,299-13.8% |
| Participant deferral / active EE | $6,297 | $4,714+33.6% | $4,084+54.2% | $6,507-3.2% |
| Admin fee / account holder | $23,900 | $10,433+129.1% | $8,777+172.3% | $12,624+89.3% |