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 | $67,824 | $63,355+7.1% | $91,989-26.3% | $72,985-7.1% |
| Participation rate | 97.2% | 72.5%+24.7pp | 78.6%+18.6pp | 69.5%+27.7pp |
| Annual return | 35.46% | 35.35%+0.1pp | 69.02%-33.6pp | 81.00%-45.5pp |
| Employer contribution / active EE | $4,472 | $2,116+111.4% | $3,452+29.6% | $2,440+83.3% |
| Participant deferral / active EE | $10,141 | $4,883+107.7% | $5,923+71.2% | $3,607+181.1% |
| Admin fee / account holder | $16,815 | $4,668+260.2% | $7,743+117.2% | $5,124+228.1% |