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 | $66,055 | $106,515-38.0% | $96,683-31.7% | $139,434-52.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 16.13% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,450 | $4,103+8.5% | $3,737+19.1% | $4,751-6.3% |
| Participant deferral / active EE | $6,698 | $5,454+22.8% | $4,878+37.3% | $6,710-0.2% |
| Admin fee / account holder | $2,833 | $7,877-64.0% | $6,730-57.9% | $11,403-75.2% |