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 | $78,405 | $57,541+36.3% | $95,745-18.1% | $75,163+4.3% |
| Participation rate | 80.0% | 62.5%+17.5pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 24.59% | 34.93%-10.3pp | 28.35%-3.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $4,430 | $1,808+145.0% | $2,835+56.3% | $2,670+65.9% |
| Participant deferral / active EE | $8,846 | $3,074+187.8% | $4,245+108.4% | $4,125+114.4% |
| Admin fee / account holder | $1,892 | $4,099-53.8% | $5,678-66.7% | $5,651-66.5% |