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 | $55,783 | $52,836+5.6% | $105,738-47.2% | $64,186-13.1% |
| Participation rate | 97.4% | 66.5%+30.9pp | 76.3%+21.1pp | 69.6%+27.9pp |
| Annual return | 6.83% | 14.30%-7.5pp | 6.27%+0.6pp | 7.63%-0.8pp |
| Employer contribution / active EE | $6,902 | $1,827+277.8% | $3,268+111.2% | $2,381+189.9% |
| Participant deferral / active EE | $4,090 | $2,545+60.7% | $4,080+0.2% | $3,470+17.9% |
| Admin fee / account holder | $16,937 | $3,959+327.9% | $6,913+145.0% | $4,888+246.5% |