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 | $68,092 | $71,050-4.2% | $93,606-27.3% | $80,856-15.8% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.6%+7.4pp |
| Annual return | 17.27% | 11.26%+6.0pp | 133.20%-115.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,101 | $1,564+34.4% | $2,420-13.2% | $2,755-23.7% |
| Participant deferral / active EE | $4,088 | $4,034+1.4% | $4,411-7.3% | $4,296-4.8% |
| Admin fee / account holder | $20,679 | $6,945+197.8% | $8,285+149.6% | $6,918+198.9% |