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 | $57,762 | $68,719-15.9% | $91,541-36.9% | $84,808-31.9% |
| Participation rate | 89.6% | 64.5%+25.1pp | 69.8%+19.8pp | 68.3%+21.3pp |
| Annual return | 12.92% | 19.12%-6.2pp | 20.50%-7.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,832 | $1,920-4.6% | $2,505-26.9% | $2,631-30.4% |
| Participant deferral / active EE | $2,828 | $3,136-9.8% | $4,008-29.4% | $4,212-32.9% |
| Admin fee / account holder | $10,194 | $5,786+76.2% | $6,956+46.5% | $7,344+38.8% |