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 | $62,453 | $109,359-42.9% | $162,163-61.5% | $72,985-14.4% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 20.47% | 25.46%-5.0pp | 115.59%-95.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,129 | $3,907-45.5% | $5,614-62.1% | $2,440-12.8% |
| Participant deferral / active EE | $4,222 | $5,481-23.0% | $7,298-42.2% | $3,607+17.0% |
| Admin fee / account holder | $2,825 | $7,972-64.6% | $10,843-73.9% | $5,124-44.9% |