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 | $57,466 | $72,277-20.5% | $101,248-43.2% | $79,858-28.0% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 13.01% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $5,329 | $2,692+98.0% | $3,660+45.6% | $2,471+115.7% |
| Participant deferral / active EE | $2,974 | $3,282-9.4% | $4,370-32.0% | $3,740-20.5% |
| Admin fee / account holder | $6,694 | $4,400+52.1% | $5,945+12.6% | $5,306+26.1% |