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 | $66,775 | $64,839+3.0% | $95,585-30.1% | $84,808-21.3% |
| Participation rate | 82.8% | 63.8%+19.0pp | 72.1%+10.7pp | 68.3%+14.5pp |
| Annual return | 23.41% | -670.96%+694.4pp | 38.56%-15.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $2,238 | $1,759+27.2% | $2,527-11.4% | $2,631-14.9% |
| Participant deferral / active EE | $5,325 | $2,965+79.6% | $4,023+32.4% | $4,212+26.4% |
| Admin fee / account holder | $2,438 | $5,964-59.1% | $6,127-60.2% | $7,344-66.8% |