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 | $74,397 | $58,523+27.1% | $99,443-25.2% | $72,985+1.9% |
| Participation rate | 95.2% | 64.6%+30.6pp | 73.8%+21.4pp | 69.5%+25.8pp |
| Annual return | 20.54% | 28.51%-8.0pp | 30.72%-10.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $5,423 | $1,512+258.7% | $2,540+113.5% | $2,440+122.3% |
| Participant deferral / active EE | $6,401 | $2,606+145.6% | $3,619+76.9% | $3,607+77.4% |
| Admin fee / account holder | $10,439 | $4,102+154.5% | $6,250+67.0% | $5,124+103.7% |