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 | $66,488 | $54,705+21.5% | $71,209-6.6% | $84,808-21.6% |
| Participation rate | 74.4% | 64.1%+10.4pp | 73.8%+0.7pp | 68.3%+6.1pp |
| Annual return | 20.45% | 35.90%-15.4pp | 282.51%-262.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,847 | $2,158-14.4% | $2,721-32.1% | $2,631-29.8% |
| Participant deferral / active EE | $2,493 | $3,030-17.7% | $4,175-40.3% | $4,212-40.8% |
| Admin fee / account holder | $7,825 | $4,863+60.9% | $5,349+46.3% | $7,344+6.6% |