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 | $75,503 | $57,016+32.4% | $84,966-11.1% | $80,856-6.6% |
| Participation rate | 73.8% | 56.3%+17.4pp | 67.5%+6.2pp | 67.6%+6.1pp |
| Annual return | 19.55% | 21.66%-2.1pp | 66.38%-46.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,429 | $1,798+35.1% | $2,727-10.9% | $2,755-11.8% |
| Participant deferral / active EE | $7,201 | $3,110+131.6% | $4,519+59.3% | $4,296+67.6% |
| Admin fee / account holder | $5,972 | $4,980+19.9% | $6,149-2.9% | $6,918-13.7% |