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 | $71,849 | $54,705+31.3% | $71,209+0.9% | $84,808-15.3% |
| Participation rate | 71.7% | 64.1%+7.6pp | 73.8%-2.1pp | 68.3%+3.4pp |
| Annual return | 20.07% | 35.90%-15.8pp | 282.51%-262.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,630 | $2,158+21.9% | $2,721-3.3% | $2,6310% |
| Participant deferral / active EE | $1,522 | $3,030-49.8% | $4,175-63.6% | $4,212-63.9% |
| Admin fee / account holder | $1,759 | $4,863-63.8% | $5,349-67.1% | $7,344-76.0% |