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 | $64,175 | $60,022+6.9% | $88,946-27.8% | $84,808-24.3% |
| Participation rate | 78.3% | 57.8%+20.4pp | 68.8%+9.4pp | 68.3%+9.9pp |
| Annual return | 18.09% | 22.43%-4.3pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,254 | $1,703+91.1% | $2,555+27.4% | $2,631+23.7% |
| Participant deferral / active EE | $6,217 | $3,114+99.7% | $4,581+35.7% | $4,212+47.6% |
| Admin fee / account holder | $2,026 | $4,811-57.9% | $8,261-75.5% | $7,344-72.4% |