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 | $68,715 | $91,552-24.9% | $133,956-48.7% | $79,858-14.0% |
| Participation rate | 89.2% | 73.3%+15.8pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | 15.95% | 61.85%-45.9pp | 45.09%-29.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,732 | $2,384-27.3% | $3,919-55.8% | $2,471-29.9% |
| Participant deferral / active EE | $6,189 | $3,733+65.8% | $5,048+22.6% | $3,740+65.5% |
| Admin fee / account holder | $2,871 | $6,321-54.6% | $8,927-67.8% | $5,306-45.9% |