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 | $66,441 | $57,354+15.8% | $83,848-20.8% | $64,186+3.5% |
| Participation rate | 85.9% | 68.6%+17.3pp | 76.1%+9.7pp | 69.6%+16.3pp |
| Annual return | 13.57% | 11.38%+2.2pp | 850.88%-837.3pp | 7.63%+5.9pp |
| Employer contribution / active EE | $1,194 | $2,545-53.1% | $3,631-67.1% | $2,381-49.8% |
| Participant deferral / active EE | $2,841 | $2,993-5.1% | $4,082-30.4% | $3,470-18.1% |
| Admin fee / account holder | $1,134 | $4,046-72.0% | $5,478-79.3% | $4,888-76.8% |