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 | $63,893 | $72,492-11.9% | $87,100-26.6% | $72,985-12.5% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.8pp | 69.5%+19.2pp |
| Annual return | 20.05% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $7,742 | $1,894+308.8% | $2,521+207.1% | $2,440+217.3% |
| Participant deferral / active EE | $2,459 | $3,270-24.8% | $4,049-39.3% | $3,607-31.8% |
| Admin fee / account holder | $2,683 | $5,055-46.9% | $7,497-64.2% | $5,124-47.6% |