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 | $64,446 | $86,929-25.9% | $102,423-37.1% | $80,856-20.3% |
| Participation rate | 95.9% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.3pp |
| Annual return | 14.51% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,131 | $2,369-10.0% | $3,023-29.5% | $2,755-22.6% |
| Participant deferral / active EE | $5,652 | $4,118+37.2% | $5,053+11.9% | $4,296+31.6% |
| Admin fee / account holder | $2,291 | $8,049-71.5% | $9,451-75.8% | $6,918-66.9% |