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 | $69,153 | $60,892+13.6% | $82,389-16.1% | $84,808-18.5% |
| Participation rate | 72.7% | 63.3%+9.5pp | 69.5%+3.2pp | 68.3%+4.4pp |
| Annual return | 15.40% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,041 | $1,779+14.7% | $2,517-18.9% | $2,631-22.4% |
| Participant deferral / active EE | $7,400 | $3,179+132.8% | $4,155+78.1% | $4,212+75.7% |
| Admin fee / account holder | $3,426 | $5,467-37.3% | $7,231-52.6% | $7,344-53.3% |