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 | $66,114 | $81,208-18.6% | $98,907-33.2% | $79,858-17.2% |
| Participation rate | 93.5% | 72.5%+21.0pp | 76.0%+17.5pp | 69.6%+23.8pp |
| Annual return | 14.90% | 60.99%-46.1pp | 196.43%-181.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,958 | $1,960+50.9% | $2,689+10.0% | $2,471+19.7% |
| Participant deferral / active EE | $5,911 | $3,265+81.0% | $4,244+39.3% | $3,740+58.0% |
| Admin fee / account holder | $1,209 | $6,013-79.9% | $6,642-81.8% | $5,306-77.2% |