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 | $57,881 | $54,705+5.8% | $71,209-18.7% | $84,808-31.8% |
| Participation rate | 75.3% | 64.1%+11.3pp | 73.8%+1.6pp | 68.3%+7.0pp |
| Annual return | 15.03% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,479 | $2,158-31.4% | $2,721-45.6% | $2,631-43.8% |
| Participant deferral / active EE | $1,221 | $3,030-59.7% | $4,175-70.8% | $4,212-71.0% |
| Admin fee / account holder | $2,105 | $4,863-56.7% | $5,349-60.7% | $7,344-71.3% |