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 | $68,266 | $70,428-3.1% | $96,562-29.3% | $85,850-20.5% |
| Participation rate | 93.0% | 61.8%+31.2pp | 69.8%+23.1pp | 69.3%+23.6pp |
| Annual return | 12.80% | 18.59%-5.8pp | 37.78%-25.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,165 | $1,413+124.0% | $2,356+34.3% | $2,565+23.4% |
| Participant deferral / active EE | $5,348 | $2,894+84.8% | $3,849+38.9% | $3,952+35.3% |
| Admin fee / account holder | $5,802 | $4,997+16.1% | $6,181-6.1% | $6,260-7.3% |