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 | $72,206 | $65,041+11.0% | $90,951-20.6% | $79,858-9.6% |
| Participation rate | 88.6% | 61.6%+27.0pp | 69.0%+19.6pp | 69.6%+19.0pp |
| Annual return | 13.22% | 30.45%-17.2pp | 134.60%-121.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,071 | $1,247-14.1% | $2,122-49.5% | $2,471-56.7% |
| Participant deferral / active EE | $2,914 | $2,512+16.0% | $3,373-13.6% | $3,740-22.1% |
| Admin fee / account holder | $4,950 | $4,536+9.1% | $5,959-16.9% | $5,306-6.7% |