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 | $62,400 | $56,357+10.7% | $104,294-40.2% | $68,494-8.9% |
| Participation rate | 88.5% | 63.3%+25.2pp | 73.3%+15.2pp | 67.9%+20.6pp |
| Annual return | 5.96% | -9.19%+15.2pp | 24.61%-18.6pp | -7.84%+13.8pp |
| Employer contribution / active EE | $2,217 | $1,960+13.1% | $3,372-34.2% | $2,596-14.6% |
| Participant deferral / active EE | $4,605 | $3,077+49.6% | $4,625-0.4% | $4,027+14.3% |
| Admin fee / account holder | $1,668 | $4,903-66.0% | $7,339-77.3% | $5,403-69.1% |