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 | $64,091 | $99,985-35.9% | $146,665-56.3% | $85,850-25.3% |
| Participation rate | 87.2% | 73.1%+14.1pp | 80.1%+7.1pp | 69.3%+17.9pp |
| Annual return | 11.46% | 18.93%-7.5pp | 22.74%-11.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,378 | $2,559+32.0% | $4,136-18.3% | $2,565+31.7% |
| Participant deferral / active EE | $3,913 | $4,006-2.3% | $5,506-28.9% | $3,952-1.0% |
| Admin fee / account holder | $352 | $7,702-95.4% | $10,280-96.6% | $6,260-94.4% |