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 | $69,319 | $57,065+21.5% | $75,670-8.4% | $70,131-1.2% |
| Participation rate | 93.5% | 68.1%+25.5pp | 72.3%+21.2pp | 69.5%+24.0pp |
| Annual return | 18.34% | 23.57%-5.2pp | 27.34%-9.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,854 | $1,817+2.1% | $2,352-21.2% | $2,342-20.8% |
| Participant deferral / active EE | $3,809 | $2,580+47.6% | $3,142+21.2% | $3,332+14.3% |
| Admin fee / account holder | $749 | $3,825-80.4% | $5,800-87.1% | $4,645-83.9% |