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 | $62,103 | $94,625-34.4% | $116,228-46.6% | $84,808-26.8% |
| Participation rate | 84.6% | 70.4%+14.2pp | 74.6%+10.1pp | 68.3%+16.3pp |
| Annual return | 12.85% | 20.40%-7.6pp | 90.06%-77.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,994 | $2,347-15.0% | $2,994-33.4% | $2,631-24.2% |
| Participant deferral / active EE | $3,634 | $3,972-8.5% | $4,953-26.6% | $4,212-13.7% |
| Admin fee / account holder | $12,805 | $10,091+26.9% | $11,989+6.8% | $7,344+74.4% |