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 | $67,740 | $48,795+38.8% | $65,493+3.4% | $84,808-20.1% |
| Participation rate | 93.5% | 67.0%+26.6pp | 73.1%+20.5pp | 68.3%+25.2pp |
| Annual return | 15.88% | 20.20%-4.3pp | 982.45%-966.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,662 | $1,930+89.8% | $2,574+42.3% | $2,631+39.2% |
| Participant deferral / active EE | $4,904 | $2,928+67.5% | $3,961+23.8% | $4,212+16.4% |
| Admin fee / account holder | $5,597 | $3,877+44.4% | $5,028+11.3% | $7,344-23.8% |