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 | $63,692 | $53,822+18.3% | $75,696-15.9% | $85,850-25.8% |
| Participation rate | 86.8% | 69.1%+17.8pp | 74.8%+12.0pp | 69.3%+17.5pp |
| Annual return | 26.26% | 24.54%+1.7pp | 104.53%-78.3pp | 318.53%-292.3pp |
| Employer contribution / active EE | $2,597 | $2,017+28.8% | $2,743-5.3% | $2,565+1.2% |
| Participant deferral / active EE | $6,711 | $2,895+131.8% | $3,821+75.6% | $3,952+69.8% |
| Admin fee / account holder | $6,018 | $3,343+80.0% | $3,619+66.3% | $6,260-3.9% |