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 | $78,834 | $52,580+49.9% | $71,671+10.0% | $70,131+12.4% |
| Participation rate | 85.7% | 60.9%+24.8pp | 68.7%+17.0pp | 69.5%+16.2pp |
| Annual return | 19.03% | 20.25%-1.2pp | 20.65%-1.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,321 | $1,616+43.6% | $2,460-5.7% | $2,342-0.9% |
| Participant deferral / active EE | $5,066 | $2,386+112.3% | $3,438+47.4% | $3,332+52.1% |
| Admin fee / account holder | $1,522 | $3,653-58.3% | $5,558-72.6% | $4,645-67.2% |