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 | $64,671 | $163,101-60.3% | $136,749-52.7% | $142,382-54.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 33.03% | 27.54%+5.5pp | 24.33%+8.7pp | 217.08%-184.1pp |
| Employer contribution / active EE | $2,320 | $4,117-43.7% | $3,400-31.8% | $4,299-46.0% |
| Participant deferral / active EE | $2,900 | $5,585-48.1% | $4,692-38.2% | $6,507-55.4% |
| Admin fee / account holder | $72,586 | $14,318+406.9% | $11,386+537.5% | $12,624+475.0% |