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 | $59,878 | $56,053+6.8% | $75,972-21.2% | $80,856-25.9% |
| Participation rate | 73.0% | 62.0%+10.9pp | 69.1%+3.9pp | 67.6%+5.3pp |
| Annual return | 12.20% | 20.53%-8.3pp | 359.55%-347.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,967 | $1,874+4.9% | $2,685-26.7% | $2,755-28.6% |
| Participant deferral / active EE | $3,799 | $3,052+24.5% | $4,255-10.7% | $4,296-11.6% |
| Admin fee / account holder | $1,355 | $5,234-74.1% | $6,467-79.0% | $6,918-80.4% |