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 | $70,829 | $54,762+29.3% | $90,281-21.5% | $72,985-3.0% |
| Participation rate | 92.0% | 65.1%+26.9pp | 73.3%+18.7pp | 69.5%+22.5pp |
| Annual return | 21.98% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,492 | $2,092+66.9% | $2,854+22.3% | $2,440+43.1% |
| Participant deferral / active EE | $4,296 | $2,887+48.8% | $3,885+10.6% | $3,607+19.1% |
| Admin fee / account holder | $609 | $3,972-84.7% | $5,351-88.6% | $5,124-88.1% |