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 | $66,509 | $56,053+18.7% | $75,972-12.5% | $80,856-17.7% |
| Participation rate | 74.2% | 62.0%+12.2pp | 69.1%+5.1pp | 67.6%+6.6pp |
| Annual return | 11.82% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,789 | $1,874-4.5% | $2,685-33.4% | $2,755-35.1% |
| Participant deferral / active EE | $1,643 | $3,052-46.1% | $4,255-61.4% | $4,296-61.7% |
| Admin fee / account holder | $7,910 | $5,234+51.1% | $6,467+22.3% | $6,918+14.3% |