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 | $62,252 | $52,836+17.8% | $105,738-41.1% | $64,186-3.0% |
| Participation rate | 78.1% | 66.5%+11.6pp | 76.3%+1.8pp | 69.6%+8.6pp |
| Annual return | 8.46% | 14.30%-5.8pp | 6.27%+2.2pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,550 | $1,827-15.2% | $3,268-52.6% | $2,381-34.9% |
| Participant deferral / active EE | $2,847 | $2,545+11.8% | $4,080-30.2% | $3,470-17.9% |
| Admin fee / account holder | $6,330 | $3,959+59.9% | $6,913-8.4% | $4,888+29.5% |