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 | $61,890 | $86,929-28.8% | $102,423-39.6% | $80,856-23.5% |
| Participation rate | 90.1% | 72.4%+17.8pp | 76.5%+13.7pp | 67.6%+22.5pp |
| Annual return | 11.94% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,224 | $2,369-48.3% | $3,023-59.5% | $2,755-55.6% |
| Participant deferral / active EE | $4,906 | $4,118+19.1% | $5,053-2.9% | $4,296+14.2% |
| Admin fee / account holder | $4,708 | $8,049-41.5% | $9,451-50.2% | $6,918-31.9% |