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 | $63,814 | $53,516+19.2% | $126,539-49.6% | $84,808-24.8% |
| Participation rate | 74.6% | 58.2%+16.3pp | 69.8%+4.8pp | 68.3%+6.3pp |
| Annual return | 16.97% | 58.34%-41.4pp | 425.95%-409.0pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,190 | $1,535+42.7% | $3,674-40.4% | $2,631-16.8% |
| Participant deferral / active EE | $5,114 | $2,671+91.5% | $4,083+25.3% | $4,212+21.4% |
| Admin fee / account holder | $7,158 | $4,497+59.2% | $6,065+18.0% | $7,344-2.5% |