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 | $66,379 | $65,365+1.6% | $92,893-28.5% | $72,985-9.1% |
| Participation rate | 75.5% | 68.3%+7.2pp | 76.0%-0.5pp | 69.5%+6.0pp |
| Annual return | 23.69% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,896 | $2,594-26.9% | $3,653-48.1% | $2,440-22.3% |
| Participant deferral / active EE | $4,809 | $3,128+53.7% | $4,236+13.5% | $3,607+33.3% |
| Admin fee / account holder | $13,219 | $4,251+210.9% | $5,794+128.2% | $5,124+158.0% |