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 | $68,466 | $48,046+42.5% | $84,611-19.1% | $72,985-6.2% |
| Participation rate | 91.3% | 57.6%+33.7pp | 68.2%+23.1pp | 69.5%+21.8pp |
| Annual return | 21.57% | 37.38%-15.8pp | 258.74%-237.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,773 | $1,602+73.1% | $2,652+4.6% | $2,440+13.6% |
| Participant deferral / active EE | $3,640 | $2,680+35.8% | $3,899-6.6% | $3,607+0.9% |
| Admin fee / account holder | $3,327 | $3,395-2.0% | $4,912-32.3% | $5,124-35.1% |