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 | $62,934 | $48,230+30.5% | $67,502-6.8% | $80,856-22.2% |
| Participation rate | 72.9% | 66.4%+6.5pp | 72.9%0pp | 67.6%+5.3pp |
| Annual return | 16.38% | 18.28%-1.9pp | 3512.12%-3495.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,496 | $2,020+73.1% | $2,731+28.0% | $2,755+26.9% |
| Participant deferral / active EE | $2,979 | $2,924+1.9% | $4,000-25.5% | $4,296-30.7% |
| Admin fee / account holder | $1,466 | $3,681-60.2% | $3,998-63.3% | $6,918-78.8% |