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 | $77,527 | $65,395+18.6% | $182,532-57.5% | $72,985+6.2% |
| Participation rate | 96.8% | 65.4%+31.3pp | 78.0%+18.8pp | 69.5%+27.3pp |
| Annual return | 21.09% | 27.68%-6.6pp | 148.54%-127.4pp | 81.00%-59.9pp |
| Employer contribution / active EE | $4,763 | $1,911+149.2% | $4,076+16.9% | $2,440+95.2% |
| Participant deferral / active EE | $8,631 | $3,563+142.3% | $5,524+56.2% | $3,607+139.3% |
| Admin fee / account holder | $3,842 | $4,245-9.5% | $8,592-55.3% | $5,124-25.0% |