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 | $68,180 | $101,724-33.0% | $164,813-58.6% | $80,856-15.7% |
| Participation rate | 90.5% | 71.8%+18.7pp | 78.6%+11.9pp | 67.6%+22.9pp |
| Annual return | 15.70% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,037 | $2,953-64.9% | $4,341-76.1% | $2,755-62.3% |
| Participant deferral / active EE | $4,167 | $4,477-6.9% | $6,031-30.9% | $4,296-3.0% |
| Admin fee / account holder | $18,481 | $8,227+124.6% | $12,690+45.6% | $6,918+167.1% |