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 | $72,485 | $58,512+23.9% | $84,015-13.7% | $72,985-0.7% |
| Participation rate | 75.4% | 61.2%+14.2pp | 69.0%+6.4pp | 69.5%+6.0pp |
| Annual return | 25.58% | 28.93%-3.3pp | 71.31%-45.7pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,334 | $1,163+14.7% | $1,983-32.8% | $2,440-45.3% |
| Participant deferral / active EE | $8,061 | $2,394+236.8% | $3,239+148.9% | $3,607+123.5% |
| Admin fee / account holder | $3,425 | $4,569-25.0% | $6,101-43.9% | $5,124-33.2% |