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 | $67,235 | $58,512+14.9% | $84,015-20.0% | $72,985-7.9% |
| Participation rate | 93.3% | 61.2%+32.1pp | 69.0%+24.3pp | 69.5%+23.8pp |
| Annual return | 20.35% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,108 | $1,163+167.2% | $1,983+56.7% | $2,440+27.4% |
| Participant deferral / active EE | $2,299 | $2,394-3.9% | $3,239-29.0% | $3,607-36.3% |
| Admin fee / account holder | $2,370 | $4,569-48.1% | $6,101-61.2% | $5,124-53.8% |