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 | $71,718 | $58,828+21.9% | $77,999-8.1% | $62,891+14.0% |
| Participation rate | 94.6% | 71.1%+23.5pp | 75.5%+19.1pp | 69.3%+25.3pp |
| Annual return | 8.23% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,243 | $1,672+94.0% | $2,470+31.3% | $2,281+42.2% |
| Participant deferral / active EE | $2,200 | $2,686-18.1% | $3,497-37.1% | $3,203-31.3% |
| Admin fee / account holder | $3,597 | $4,393-18.1% | $5,480-34.4% | $4,296-16.3% |