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 | $64,309 | $54,541+17.9% | $78,778-18.4% | $70,131-8.3% |
| Participation rate | 87.5% | 60.8%+26.7pp | 69.2%+18.3pp | 69.5%+18.0pp |
| Annual return | 18.95% | 21.07%-2.1pp | 35.62%-16.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,994 | $1,089+83.2% | $1,986+0.4% | $2,342-14.9% |
| Participant deferral / active EE | $3,426 | $2,210+55.0% | $2,958+15.8% | $3,332+2.8% |
| Admin fee / account holder | $307 | $3,709-91.7% | $5,134-94.0% | $4,645-93.4% |