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 | $69,039 | $53,127+30.0% | $86,590-20.3% | $70,131-1.6% |
| Participation rate | 73.1% | 65.3%+7.8pp | 73.5%-0.4pp | 69.5%+3.6pp |
| Annual return | 15.66% | 27.66%-12.0pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,134 | $2,068-45.2% | $2,839-60.1% | $2,342-51.6% |
| Participant deferral / active EE | $2,890 | $2,696+7.2% | $3,609-19.9% | $3,332-13.3% |
| Admin fee / account holder | $2,210 | $3,585-38.4% | $4,906-55.0% | $4,645-52.4% |