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 | $69,564 | $80,717-13.8% | $154,803-55.1% | $84,808-18.0% |
| Participation rate | 86.8% | 66.8%+20.0pp | 78.1%+8.8pp | 68.3%+18.5pp |
| Annual return | 18.12% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,268 | $2,761+90.8% | $4,305+22.4% | $2,631+100.2% |
| Participant deferral / active EE | $4,090 | $3,303+23.8% | $5,540-26.2% | $4,212-2.9% |
| Admin fee / account holder | $1,697 | $6,746-74.8% | $14,329-88.2% | $7,344-76.9% |