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 | $63,908 | $70,428-9.3% | $96,562-33.8% | $85,850-25.6% |
| Participation rate | 75.0% | 61.8%+13.2pp | 69.8%+5.2pp | 69.3%+5.7pp |
| Annual return | 13.25% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,101 | $1,413-22.1% | $2,356-53.3% | $2,565-57.1% |
| Participant deferral / active EE | $4,037 | $2,894+39.5% | $3,849+4.9% | $3,952+2.2% |
| Admin fee / account holder | $4,259 | $4,997-14.8% | $6,181-31.1% | $6,260-32.0% |