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 | $67,822 | $67,606+0.3% | $82,313-17.6% | $70,131-3.3% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 18.01% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $5,237 | $1,755+198.5% | $2,428+115.7% | $2,342+123.6% |
| Participant deferral / active EE | $4,109 | $2,987+37.6% | $3,706+10.9% | $3,332+23.3% |
| Admin fee / account holder | $1,389 | $4,512-69.2% | $5,608-75.2% | $4,645-70.1% |