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 | $60,946 | $64,480-5.5% | $81,382-25.1% | $80,856-24.6% |
| Participation rate | 87.5% | 63.9%+23.6pp | 69.5%+18.0pp | 67.6%+19.9pp |
| Annual return | 14.07% | 16.34%-2.3pp | 24.73%-10.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,851 | $1,978+44.1% | $2,463+15.7% | $2,755+3.5% |
| Participant deferral / active EE | $5,906 | $3,094+90.9% | $3,883+52.1% | $4,296+37.5% |
| Admin fee / account holder | $3,208 | $5,671-43.4% | $5,768-44.4% | $6,918-53.6% |