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 6-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 | $78,820 | $74,927+5.2% | $101,794-22.6% | $84,808-7.1% |
| Participation rate | 80.7% | 61.4%+19.3pp | 69.2%+11.5pp | 68.3%+12.4pp |
| Annual return | 15.10% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,861 | $1,522+88.0% | $2,289+25.0% | $2,631+8.7% |
| Participant deferral / active EE | $5,504 | $3,099+77.6% | $4,084+34.8% | $4,212+30.7% |
| Admin fee / account holder | $496 | $6,514-92.4% | $8,777-94.4% | $7,344-93.2% |