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 | $70,573 | $56,897+24.0% | $84,750-16.7% | $62,891+12.2% |
| Participation rate | 79.5% | 68.5%+10.9pp | 76.6%+2.9pp | 69.3%+10.2pp |
| Annual return | 5.39% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,902 | $2,400-20.7% | $3,574-46.8% | $2,281-16.6% |
| Participant deferral / active EE | $4,388 | $2,709+62.0% | $3,712+18.2% | $3,203+37.0% |
| Admin fee / account holder | $8,261 | $3,581+130.7% | $5,332+54.9% | $4,296+92.3% |