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 | $59,830 | $53,127+12.6% | $86,590-30.9% | $70,131-14.7% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | 14.37% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,091 | $2,068-47.3% | $2,839-61.6% | $2,342-53.4% |
| Participant deferral / active EE | $3,061 | $2,696+13.5% | $3,609-15.2% | $3,332-8.1% |
| Admin fee / account holder | $3,177 | $3,585-11.4% | $4,906-35.2% | $4,645-31.6% |