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 | $60,050 | $57,016+5.3% | $84,966-29.3% | $80,856-25.7% |
| Participation rate | 87.9% | 56.3%+31.5pp | 67.5%+20.4pp | 67.6%+20.2pp |
| Annual return | 11.63% | 21.66%-10.0pp | 66.38%-54.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,246 | $1,798+25.0% | $2,727-17.6% | $2,755-18.5% |
| Participant deferral / active EE | $5,121 | $3,110+64.7% | $4,519+13.3% | $4,296+19.2% |
| Admin fee / account holder | $511 | $4,980-89.7% | $6,149-91.7% | $6,918-92.6% |