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 | $68,651 | $71,050-3.4% | $93,606-26.7% | $80,856-15.1% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.6%+25.5pp |
| Annual return | 10.83% | 11.26%-0.4pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,671 | $1,564+6.9% | $2,420-30.9% | $2,755-39.3% |
| Participant deferral / active EE | $3,338 | $4,034-17.2% | $4,411-24.3% | $4,296-22.3% |
| Admin fee / account holder | $6,680 | $6,945-3.8% | $8,285-19.4% | $6,918-3.4% |