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 | $63,038 | $89,355-29.5% | $141,162-55.3% | $72,985-13.6% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 19.21% | 111.85%-92.6pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,105 | $3,114-32.4% | $4,735-55.5% | $2,440-13.7% |
| Participant deferral / active EE | $4,400 | $5,418-18.8% | $6,709-34.4% | $3,607+22.0% |
| Admin fee / account holder | $4,184 | $5,958-29.8% | $10,261-59.2% | $5,124-18.4% |