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 | $68,110 | $46,869+45.3% | $122,332-44.3% | $70,131-2.9% |
| Participation rate | 84.6% | 58.2%+26.4pp | 71.6%+13.0pp | 69.5%+15.1pp |
| Annual return | 18.60% | 24.22%-5.6pp | 30.27%-11.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,879 | $1,288+201.2% | $4,050-4.2% | $2,342+65.6% |
| Participant deferral / active EE | $6,059 | $2,166+179.7% | $3,287+84.3% | $3,332+81.9% |
| Admin fee / account holder | $12,737 | $3,322+283.3% | $5,478+132.5% | $4,645+174.2% |