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 | $64,759 | $69,515-6.8% | $86,874-25.5% | $85,850-24.6% |
| Participation rate | 80.8% | 66.3%+14.4pp | 71.6%+9.1pp | 69.3%+11.5pp |
| Annual return | 29.07% | 20.12%+8.9pp | 63.52%-34.4pp | 318.53%-289.5pp |
| Employer contribution / active EE | $1,785 | $1,880-5.1% | $2,495-28.5% | $2,565-30.4% |
| Participant deferral / active EE | $3,955 | $2,919+35.5% | $3,699+6.9% | $3,952+0.1% |
| Admin fee / account holder | $11,636 | $5,972+94.8% | $5,828+99.6% | $6,260+85.9% |