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 | $64,727 | $78,422-17.5% | $95,952-32.5% | $79,858-18.9% |
| Participation rate | 97.1% | 73.5%+23.6pp | 77.1%+20.0pp | 69.6%+27.4pp |
| Annual return | 15.31% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,209 | $1,945+13.6% | $2,541-13.0% | $2,471-10.6% |
| Participant deferral / active EE | $3,644 | $3,440+5.9% | $4,167-12.5% | $3,740-2.6% |
| Admin fee / account holder | $10,021 | $5,622+78.2% | $6,795+47.5% | $5,306+88.8% |