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 | $65,383 | $78,422-16.6% | $95,952-31.9% | $79,858-18.1% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 10.32% | 19.37%-9.1pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,114 | $1,945-42.7% | $2,541-56.2% | $2,471-54.9% |
| Participant deferral / active EE | $3,887 | $3,440+13.0% | $4,167-6.7% | $3,740+3.9% |
| Admin fee / account holder | $14,418 | $5,622+156.5% | $6,795+112.2% | $5,306+171.7% |