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 | $72,244 | $68,719+5.1% | $91,541-21.1% | $84,808-14.8% |
| Participation rate | 78.8% | 64.5%+14.3pp | 69.8%+9.0pp | 68.3%+10.5pp |
| Annual return | 18.36% | 19.12%-0.8pp | 20.50%-2.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,332 | $1,920+21.5% | $2,505-6.9% | $2,631-11.4% |
| Participant deferral / active EE | $5,017 | $3,136+60.0% | $4,008+25.2% | $4,212+19.1% |
| Admin fee / account holder | $12,201 | $5,786+110.9% | $6,956+75.4% | $7,344+66.1% |