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 | $69,274 | $57,354+20.8% | $83,848-17.4% | $64,186+7.9% |
| Participation rate | 96.8% | 68.6%+28.2pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | 9.33% | 11.38%-2.1pp | 850.88%-841.5pp | 7.63%+1.7pp |
| Employer contribution / active EE | $4,541 | $2,545+78.4% | $3,631+25.1% | $2,381+90.7% |
| Participant deferral / active EE | $2,278 | $2,993-23.9% | $4,082-44.2% | $3,470-34.3% |
| Admin fee / account holder | $2,507 | $4,046-38.0% | $5,478-54.2% | $4,888-48.7% |