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 | $69,058 | $90,503-23.7% | $78,689-12.2% | $273,961-74.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 9.51% | 75.60%-66.1pp | 62.18%-52.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $6,845 | $3,176+115.5% | $2,851+140.1% | $4,869+40.6% |
| Participant deferral / active EE | $10,967 | $3,901+181.1% | $3,517+211.9% | $5,287+107.4% |
| Admin fee / account holder | $1,195 | $5,263-77.3% | $4,510-73.5% | $10,132-88.2% |