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 | $72,335 | $66,402+8.9% | $109,895-34.2% | $85,850-15.7% |
| Participation rate | 70.5% | 63.9%+6.6pp | 74.2%-3.8pp | 69.3%+1.1pp |
| Annual return | 19.50% | 19.59%-0.1pp | 29.45%-10.0pp | 318.53%-299.0pp |
| Employer contribution / active EE | $2,583 | $1,687+53.1% | $2,842-9.1% | $2,565+0.7% |
| Participant deferral / active EE | $5,154 | $2,842+81.3% | $4,048+27.3% | $3,952+30.4% |
| Admin fee / account holder | $7,267 | $4,557+59.5% | $6,066+19.8% | $6,260+16.1% |