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 | $53,470 | $51,175+4.5% | $70,515-24.2% | $75,163-28.9% |
| Participation rate | 78.1% | 60.9%+17.1pp | 68.3%+9.7pp | 67.2%+10.9pp |
| Annual return | 13.98% | 30.02%-16.0pp | 32.77%-18.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,095 | $1,826-40.0% | $2,973-63.2% | $2,670-59.0% |
| Participant deferral / active EE | $3,856 | $2,849+35.3% | $4,567-15.6% | $4,125-6.5% |
| Admin fee / account holder | $14,915 | $4,091+264.6% | $6,412+132.6% | $5,651+163.9% |