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 | $64,722 | $37,426+72.9% | $77,482-16.5% | $79,858-19.0% |
| Participation rate | 95.6% | 41.5%+54.0pp | 54.2%+41.4pp | 69.6%+25.9pp |
| Annual return | 19.54% | 39.70%-20.2pp | 54.79%-35.2pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,700 | $637+167.0% | $986+72.4% | $2,471-31.2% |
| Participant deferral / active EE | $2,117 | $1,260+68.0% | $1,861+13.7% | $3,740-43.4% |
| Admin fee / account holder | $855 | $2,504-65.9% | $2,858-70.1% | $5,306-83.9% |