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 | $61,649 | $57,354+7.5% | $83,848-26.5% | $64,186-4.0% |
| Participation rate | 98.6% | 68.6%+30.0pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | 17.46% | 11.38%+6.1pp | 850.88%-833.4pp | 7.63%+9.8pp |
| Employer contribution / active EE | $2,346 | $2,545-7.8% | $3,631-35.4% | $2,381-1.5% |
| Participant deferral / active EE | $4,377 | $2,993+46.2% | $4,082+7.2% | $3,470+26.1% |
| Admin fee / account holder | $19,163 | $4,046+373.7% | $5,478+249.8% | $4,888+292.0% |