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 | $68,817 | $52,580+30.9% | $71,671-4.0% | $70,131-1.9% |
| Participation rate | 88.5% | 60.9%+27.6pp | 68.7%+19.7pp | 69.5%+18.9pp |
| Annual return | 15.50% | 20.25%-4.7pp | 20.65%-5.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,179 | $1,616+158.7% | $2,460+69.9% | $2,342+78.4% |
| Participant deferral / active EE | $3,604 | $2,386+51.0% | $3,438+4.8% | $3,332+8.2% |
| Admin fee / account holder | $510 | $3,653-86.0% | $5,558-90.8% | $4,645-89.0% |