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 | $68,798 | $67,606+1.8% | $82,313-16.4% | $70,131-1.9% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+11.9pp |
| Annual return | 15.93% | 21.57%-5.6pp | 25.88%-9.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,847 | $1,755+119.2% | $2,428+58.4% | $2,342+64.2% |
| Participant deferral / active EE | $2,267 | $2,987-24.1% | $3,706-38.8% | $3,332-32.0% |
| Admin fee / account holder | $2,359 | $4,512-47.7% | $5,608-57.9% | $4,645-49.2% |