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 | $68,098 | $58,512+16.4% | $84,015-18.9% | $72,985-6.7% |
| Participation rate | 89.8% | 61.2%+28.5pp | 69.0%+20.8pp | 69.5%+20.3pp |
| Annual return | 24.39% | 28.93%-4.5pp | 71.31%-46.9pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,311 | $1,163+12.7% | $1,983-33.9% | $2,440-46.3% |
| Participant deferral / active EE | $3,676 | $2,394+53.6% | $3,239+13.5% | $3,607+1.9% |
| Admin fee / account holder | $13,270 | $4,569+190.4% | $6,101+117.5% | $5,124+159.0% |