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 | $69,648 | $54,705+27.3% | $71,209-2.2% | $84,808-17.9% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 16.62% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,287 | $2,158+98.7% | $2,721+57.6% | $2,631+63.0% |
| Participant deferral / active EE | $8,492 | $3,030+180.2% | $4,175+103.4% | $4,212+101.6% |
| Admin fee / account holder | $10,177 | $4,863+109.2% | $5,349+90.3% | $7,344+38.6% |