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 | $74,059 | $63,861+16.0% | $104,607-29.2% | $79,858-7.3% |
| Participation rate | 72.5% | 64.9%+7.6pp | 74.1%-1.6pp | 69.6%+2.9pp |
| Annual return | 14.46% | 21.30%-6.8pp | 340.46%-326.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $465 | $1,588-70.7% | $2,681-82.6% | $2,471-81.2% |
| Participant deferral / active EE | $2,793 | $2,693+3.7% | $3,740-25.3% | $3,740-25.3% |
| Admin fee / account holder | $621 | $4,185-85.2% | $6,473-90.4% | $5,306-88.3% |