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 | $72,695 | $65,365+11.2% | $92,893-21.7% | $72,985-0.4% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 29.17% | 42.10%-12.9pp | 109.41%-80.2pp | 81.00%-51.8pp |
| Employer contribution / active EE | $3,011 | $2,594+16.1% | $3,653-17.6% | $2,440+23.4% |
| Participant deferral / active EE | $5,949 | $3,128+90.2% | $4,236+40.4% | $3,607+64.9% |
| Admin fee / account holder | $6,004 | $4,251+41.2% | $5,794+3.6% | $5,124+17.2% |