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 | $63,543 | $70,428-9.8% | $96,562-34.2% | $85,850-26.0% |
| Participation rate | 80.9% | 61.8%+19.0pp | 69.8%+11.0pp | 69.3%+11.5pp |
| Annual return | 16.67% | 18.59%-1.9pp | 37.78%-21.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,679 | $1,413+18.8% | $2,356-28.7% | $2,565-34.5% |
| Participant deferral / active EE | $3,237 | $2,894+11.9% | $3,849-15.9% | $3,952-18.1% |
| Admin fee / account holder | $1,166 | $4,997-76.7% | $6,181-81.1% | $6,260-81.4% |