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 | $57,663 | $48,795+18.2% | $65,493-12.0% | $84,808-32.0% |
| Participation rate | 85.4% | 67.0%+18.4pp | 73.1%+12.3pp | 68.3%+17.1pp |
| Annual return | 17.23% | 20.20%-3.0pp | 982.45%-965.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,320 | $1,930+20.2% | $2,574-9.9% | $2,631-11.8% |
| Participant deferral / active EE | $3,008 | $2,928+2.7% | $3,961-24.1% | $4,212-28.6% |
| Admin fee / account holder | $2,573 | $3,877-33.6% | $5,028-48.8% | $7,344-65.0% |