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 | $62,858 | $61,280+2.6% | $69,780-9.9% | $84,808-25.9% |
| Participation rate | 88.6% | 73.6%+15.0pp | 79.3%+9.3pp | 68.3%+20.3pp |
| Annual return | 22.54% | 12.93%+9.6pp | 26.31%-3.8pp | 40.90%-18.4pp |
| Employer contribution / active EE | $7,245 | $3,577+102.5% | $4,168+73.8% | $2,631+175.4% |
| Participant deferral / active EE | $6,567 | $3,756+74.8% | $6,164+6.5% | $4,212+55.9% |
| Admin fee / account holder | $9,012 | $6,026+49.6% | $7,285+23.7% | $7,344+22.7% |