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 | $69,908 | $65,365+6.9% | $92,893-24.7% | $72,985-4.2% |
| Participation rate | 83.0% | 68.3%+14.7pp | 76.0%+7.0pp | 69.5%+13.5pp |
| Annual return | 63.40% | 42.10%+21.3pp | 109.41%-46.0pp | 81.00%-17.6pp |
| Employer contribution / active EE | $3,189 | $2,594+22.9% | $3,653-12.7% | $2,440+30.7% |
| Participant deferral / active EE | $4,968 | $3,128+58.8% | $4,236+17.3% | $3,607+37.7% |
| Admin fee / account holder | $2,270 | $4,251-46.6% | $5,794-60.8% | $5,124-55.7% |