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 | $62,405 | $91,552-31.8% | $133,956-53.4% | $79,858-21.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.87% | 61.85%-48.0pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,508 | $2,384-36.7% | $3,919-61.5% | $2,471-39.0% |
| Participant deferral / active EE | $4,204 | $3,733+12.6% | $5,048-16.7% | $3,740+12.4% |
| Admin fee / account holder | $7,508 | $6,321+18.8% | $8,927-15.9% | $5,306+41.5% |