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 | $63,660 | $58,512+8.8% | $84,015-24.2% | $72,985-12.8% |
| Participation rate | 78.0% | 61.2%+16.8pp | 69.0%+9.0pp | 69.5%+8.6pp |
| Annual return | 22.72% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,001 | $1,163-13.9% | $1,983-49.5% | $2,440-59.0% |
| Participant deferral / active EE | $3,169 | $2,394+32.4% | $3,239-2.2% | $3,607-12.2% |
| Admin fee / account holder | $1,868 | $4,569-59.1% | $6,101-69.4% | $5,124-63.5% |