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 | $64,335 | $58,851+9.3% | $115,157-44.1% | $72,985-11.9% |
| Participation rate | 75.7% | 65.5%+10.1pp | 75.9%-0.2pp | 69.5%+6.2pp |
| Annual return | 19.16% | 23.16%-4.0pp | 35.60%-16.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $649 | $1,798-63.9% | $3,179-79.6% | $2,440-73.4% |
| Participant deferral / active EE | $2,966 | $2,643+12.3% | $4,168-28.8% | $3,607-17.8% |
| Admin fee / account holder | $3,083 | $6,370-51.6% | $7,088-56.5% | $5,124-39.8% |