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 | $63,524 | $48,795+30.2% | $65,493-3.0% | $84,808-25.1% |
| Participation rate | 79.5% | 67.0%+12.6pp | 73.1%+6.5pp | 68.3%+11.2pp |
| Annual return | 14.99% | 20.20%-5.2pp | 982.45%-967.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,299 | $1,930-32.7% | $2,574-49.5% | $2,631-50.6% |
| Participant deferral / active EE | $3,441 | $2,928+17.5% | $3,961-13.1% | $4,212-18.3% |
| Admin fee / account holder | $4,073 | $3,877+5.0% | $5,028-19.0% | $7,344-44.5% |