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 | $68,093 | $60,892+11.8% | $82,389-17.4% | $84,808-19.7% |
| Participation rate | 82.9% | 63.3%+19.7pp | 69.5%+13.4pp | 68.3%+14.6pp |
| Annual return | 22.16% | 37.29%-15.1pp | 28.67%-6.5pp | 40.90%-18.7pp |
| Employer contribution / active EE | $5,061 | $1,779+184.5% | $2,517+101.1% | $2,631+92.4% |
| Participant deferral / active EE | $9,811 | $3,179+208.7% | $4,155+136.1% | $4,212+133.0% |
| Admin fee / account holder | $8,407 | $5,467+53.8% | $7,231+16.3% | $7,344+14.5% |