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 | $65,763 | $54,705+20.2% | $71,209-7.6% | $84,808-22.5% |
| Participation rate | 74.4% | 64.1%+10.3pp | 73.8%+0.6pp | 68.3%+6.0pp |
| Annual return | 17.91% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,454 | $2,158-32.6% | $2,721-46.6% | $2,631-44.7% |
| Participant deferral / active EE | $5,164 | $3,030+70.4% | $4,175+23.7% | $4,212+22.6% |
| Admin fee / account holder | $1,639 | $4,863-66.3% | $5,349-69.4% | $7,344-77.7% |