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 | $55,236 | $51,175+7.9% | $70,515-21.7% | $75,163-26.5% |
| Participation rate | 73.1% | 60.9%+12.1pp | 68.3%+4.7pp | 67.2%+5.9pp |
| Annual return | 20.26% | 30.02%-9.8pp | 32.77%-12.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,158 | $1,826-36.6% | $2,973-61.0% | $2,670-56.6% |
| Participant deferral / active EE | $4,082 | $2,849+43.3% | $4,567-10.6% | $4,125-1.0% |
| Admin fee / account holder | $2,912 | $4,091-28.8% | $6,412-54.6% | $5,651-48.5% |