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 | $69,394 | $58,512+18.6% | $84,015-17.4% | $72,985-4.9% |
| Participation rate | 88.3% | 61.2%+27.1pp | 69.0%+19.3pp | 69.5%+18.8pp |
| Annual return | 23.90% | 28.93%-5.0pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,260 | $1,163+94.3% | $1,983+13.9% | $2,440-7.4% |
| Participant deferral / active EE | $3,450 | $2,394+44.1% | $3,239+6.5% | $3,607-4.4% |
| Admin fee / account holder | $2,793 | $4,569-38.9% | $6,101-54.2% | $5,124-45.5% |