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 | $66,771 | $54,705+22.1% | $71,209-6.2% | $84,808-21.3% |
| Participation rate | 91.3% | 64.1%+27.2pp | 73.8%+17.6pp | 68.3%+23.0pp |
| Annual return | 18.34% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,894 | $2,158+80.5% | $2,721+43.1% | $2,631+48.0% |
| Participant deferral / active EE | $5,713 | $3,030+88.5% | $4,175+36.8% | $4,212+35.6% |
| Admin fee / account holder | $7,622 | $4,863+56.7% | $5,349+42.5% | $7,344+3.8% |