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 | $69,745 | $58,512+19.2% | $84,015-17.0% | $72,985-4.4% |
| Participation rate | 81.8% | 61.2%+20.6pp | 69.0%+12.8pp | 69.5%+12.3pp |
| Annual return | 21.52% | 28.93%-7.4pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,503 | $1,163+115.2% | $1,983+26.2% | $2,440+2.6% |
| Participant deferral / active EE | $4,565 | $2,394+90.7% | $3,239+41.0% | $3,607+26.6% |
| Admin fee / account holder | $1,756 | $4,569-61.6% | $6,101-71.2% | $5,124-65.7% |