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 | $63,600 | $48,046+32.4% | $84,611-24.8% | $72,985-12.9% |
| Participation rate | 70.3% | 57.6%+12.7pp | 68.2%+2.0pp | 69.5%+0.8pp |
| Annual return | 21.04% | 37.38%-16.3pp | 258.74%-237.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,546 | $1,602-3.5% | $2,652-41.7% | $2,440-36.6% |
| Participant deferral / active EE | $3,853 | $2,680+43.7% | $3,899-1.2% | $3,607+6.8% |
| Admin fee / account holder | $12,942 | $3,395+281.2% | $4,912+163.5% | $5,124+152.5% |