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 | $63,047 | $54,573+15.5% | $90,951-30.7% | $73,488-14.2% |
| Participation rate | 84.4% | 61.2%+23.2pp | 69.0%+15.4pp | 70.7%+13.7pp |
| Annual return | 24.03% | 16.69%+7.3pp | 134.60%-110.6pp | 28.51%-4.5pp |
| Employer contribution / active EE | $6,429 | $991+548.4% | $2,122+203.0% | $2,270+183.2% |
| Participant deferral / active EE | $5,194 | $2,517+106.4% | $3,373+54.0% | $3,740+38.9% |
| Admin fee / account holder | $9,146 | $521+1654.0% | $5,959+53.5% | $513+1682.6% |