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 | $56,769 | $48,046+18.2% | $84,611-32.9% | $72,985-22.2% |
| Participation rate | 72.7% | 57.6%+15.1pp | 68.2%+4.5pp | 69.5%+3.2pp |
| Annual return | 23.02% | 37.38%-14.4pp | 258.74%-235.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,819 | $1,602+76.0% | $2,652+6.3% | $2,440+15.6% |
| Participant deferral / active EE | $4,674 | $2,680+74.4% | $3,899+19.9% | $3,607+29.6% |
| Admin fee / account holder | $1,187 | $3,395-65.0% | $4,912-75.8% | $5,124-76.8% |