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 | $68,483 | $109,881-37.7% | $150,045-54.4% | $84,808-19.2% |
| Participation rate | 72.0% | 76.1%-4.1pp | 82.3%-10.3pp | 68.3%+3.7pp |
| Annual return | 15.72% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,447 | $3,561+24.9% | $4,693-5.3% | $2,631+69.0% |
| Participant deferral / active EE | $6,867 | $6,636+3.5% | $7,997-14.1% | $4,212+63.0% |
| Admin fee / account holder | $34,200 | $8,568+299.2% | $13,435+154.6% | $7,344+365.7% |