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 | $60,764 | $55,706+9.1% | $75,886-19.9% | $72,985-16.7% |
| Participation rate | 88.6% | 61.1%+27.4pp | 69.3%+19.3pp | 69.5%+19.1pp |
| Annual return | 21.74% | 27.59%-5.9pp | 30.76%-9.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,141 | $1,687+145.5% | $2,500+65.6% | $2,440+69.7% |
| Participant deferral / active EE | $6,651 | $2,634+152.5% | $3,603+84.6% | $3,607+84.4% |
| Admin fee / account holder | $8,035 | $3,978+102.0% | $5,418+48.3% | $5,124+56.8% |