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 | $68,580 | $65,041+5.4% | $90,951-24.6% | $79,858-14.1% |
| Participation rate | 84.7% | 61.6%+23.1pp | 69.0%+15.7pp | 69.6%+15.1pp |
| Annual return | 17.89% | 30.45%-12.6pp | 134.60%-116.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,391 | $1,247+11.5% | $2,122-34.4% | $2,471-43.7% |
| Participant deferral / active EE | $3,638 | $2,512+44.8% | $3,373+7.9% | $3,740-2.7% |
| Admin fee / account holder | $7,375 | $4,536+62.6% | $5,959+23.8% | $5,306+39.0% |