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 | $70,717 | $81,248-13.0% | $155,509-54.5% | $80,856-12.5% |
| Participation rate | 94.9% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 13.59% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,550 | $3,100-17.8% | $4,672-45.4% | $2,755-7.5% |
| Participant deferral / active EE | $5,150 | $3,452+49.2% | $5,626-8.5% | $4,296+19.9% |
| Admin fee / account holder | $1,690 | $7,997-78.9% | $15,912-89.4% | $6,918-75.6% |