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 | $63,448 | $65,365-2.9% | $92,893-31.7% | $72,985-13.1% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.3pp |
| Annual return | 21.62% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $744 | $2,594-71.3% | $3,653-79.6% | $2,440-69.5% |
| Participant deferral / active EE | $4,759 | $3,128+52.1% | $4,236+12.3% | $3,607+31.9% |
| Admin fee / account holder | $7,783 | $4,251+83.1% | $5,794+34.3% | $5,124+51.9% |