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 | $59,369 | $45,035+31.8% | $62,995-5.8% | $70,131-15.3% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 13.46% | 18.76%-5.3pp | 87.57%-74.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,180 | $2,051+6.3% | $2,759-21.0% | $2,342-6.9% |
| Participant deferral / active EE | $2,180 | $2,465-11.5% | $3,329-34.5% | $3,332-34.6% |
| Admin fee / account holder | $608 | $2,834-78.6% | $3,600-83.1% | $4,645-86.9% |