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 | $60,869 | $53,127+14.6% | $86,590-29.7% | $70,131-13.2% |
| Participation rate | 71.9% | 65.3%+6.6pp | 73.5%-1.7pp | 69.5%+2.3pp |
| Annual return | 25.68% | 27.66%-2.0pp | 964.84%-939.2pp | 73.14%-47.5pp |
| Employer contribution / active EE | $2,808 | $2,068+35.8% | $2,839-1.1% | $2,342+19.9% |
| Participant deferral / active EE | $8,813 | $2,696+226.9% | $3,609+144.2% | $3,332+164.5% |
| Admin fee / account holder | $2,108 | $3,585-41.2% | $4,906-57.0% | $4,645-54.6% |