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 | $71,519 | $46,869+52.6% | $122,332-41.5% | $70,131+2.0% |
| Participation rate | 87.5% | 58.2%+29.3pp | 71.6%+15.9pp | 69.5%+18.0pp |
| Annual return | 16.30% | 24.22%-7.9pp | 30.27%-14.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,179 | $1,288-8.5% | $4,050-70.9% | $2,342-49.7% |
| Participant deferral / active EE | $3,186 | $2,166+47.1% | $3,287-3.1% | $3,332-4.4% |
| Admin fee / account holder | $8,646 | $3,322+160.2% | $5,478+57.8% | $4,645+86.1% |