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 | $61,699 | $54,762+12.7% | $90,281-31.7% | $72,985-15.5% |
| Participation rate | 78.4% | 65.1%+13.3pp | 73.3%+5.2pp | 69.5%+8.9pp |
| Annual return | 18.56% | 30.63%-12.1pp | 78.10%-59.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $4,260 | $2,092+103.6% | $2,854+49.3% | $2,440+74.6% |
| Participant deferral / active EE | $8,979 | $2,887+211.0% | $3,885+131.1% | $3,607+148.9% |
| Admin fee / account holder | $9,815 | $3,972+147.1% | $5,351+83.4% | $5,124+91.5% |