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 | $71,600 | $81,460-12.1% | $103,333-30.7% | $80,856-11.4% |
| Participation rate | 94.2% | 66.8%+27.4pp | 74.5%+19.7pp | 67.6%+26.6pp |
| Annual return | 10.88% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,842 | $3,105+55.9% | $3,868+25.2% | $2,755+75.8% |
| Participant deferral / active EE | $2,786 | $3,869-28.0% | $5,057-44.9% | $4,296-35.2% |
| Admin fee / account holder | $15,823 | $6,566+141.0% | $8,355+89.4% | $6,918+128.7% |