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 | $75,423 | $60,022+25.7% | $88,946-15.2% | $84,808-11.1% |
| Participation rate | 96.2% | 57.8%+38.4pp | 68.8%+27.4pp | 68.3%+27.9pp |
| Annual return | 13.79% | 22.43%-8.6pp | 57.82%-44.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,736 | $1,703+178.2% | $2,555+85.4% | $2,631+80.0% |
| Participant deferral / active EE | $4,861 | $3,114+56.1% | $4,581+6.1% | $4,212+15.4% |
| Admin fee / account holder | $2,267 | $4,811-52.9% | $8,261-72.6% | $7,344-69.1% |