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 | $63,675 | $58,208+9.4% | $81,812-22.2% | $80,856-21.2% |
| Participation rate | 83.0% | 63.4%+19.6pp | 72.3%+10.6pp | 67.6%+15.3pp |
| Annual return | 12.26% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,260 | $2,340+39.3% | $2,912+12.0% | $2,755+18.4% |
| Participant deferral / active EE | $4,922 | $3,281+50.0% | $4,319+14.0% | $4,296+14.6% |
| Admin fee / account holder | $8,264 | $4,981+65.9% | $7,386+11.9% | $6,918+19.5% |