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 | $68,559 | $68,5470% | $120,354-43.0% | $80,856-15.2% |
| Participation rate | 98.6% | 61.6%+37.0pp | 71.9%+26.7pp | 67.6%+31.0pp |
| Annual return | 15.88% | 23.60%-7.7pp | 107.15%-91.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,828 | $2,051+37.9% | $3,463-18.3% | $2,755+2.7% |
| Participant deferral / active EE | $3,576 | $3,173+12.7% | $4,991-28.3% | $4,296-16.7% |
| Admin fee / account holder | $6,838 | $5,732+19.3% | $9,423-27.4% | $6,918-1.2% |