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 | $73,921 | $57,828+27.8% | $117,039-36.8% | $70,131+5.4% |
| Participation rate | 90.6% | 67.1%+23.4pp | 77.2%+13.4pp | 69.5%+21.0pp |
| Annual return | 16.21% | 17.55%-1.3pp | 18.95%-2.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,141 | $1,816+17.9% | $3,785-43.4% | $2,342-8.6% |
| Participant deferral / active EE | $3,127 | $2,438+28.3% | $3,929-20.4% | $3,332-6.1% |
| Admin fee / account holder | $3,422 | $3,548-3.6% | $5,974-42.7% | $4,645-26.3% |