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 | $65,942 | $72,277-8.8% | $101,248-34.9% | $79,858-17.4% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.8%+12.4pp | 69.6%+18.6pp |
| Annual return | 13.10% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,684 | $2,692-37.4% | $3,660-54.0% | $2,471-31.8% |
| Participant deferral / active EE | $5,873 | $3,282+79.0% | $4,370+34.4% | $3,740+57.0% |
| Admin fee / account holder | $467 | $4,400-89.4% | $5,945-92.1% | $5,306-91.2% |