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 | $57,947 | $72,277-19.8% | $101,248-42.8% | $79,858-27.4% |
| Participation rate | 82.7% | 68.5%+14.3pp | 75.8%+6.9pp | 69.6%+13.1pp |
| Annual return | 16.35% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,812 | $2,692-32.7% | $3,660-50.5% | $2,471-26.6% |
| Participant deferral / active EE | $4,752 | $3,282+44.8% | $4,370+8.7% | $3,740+27.1% |
| Admin fee / account holder | $2,864 | $4,400-34.9% | $5,945-51.8% | $5,306-46.0% |