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 | $64,688 | $53,127+21.8% | $86,590-25.3% | $70,131-7.8% |
| Participation rate | 72.2% | 65.3%+6.9pp | 73.5%-1.3pp | 69.5%+2.7pp |
| Annual return | 15.80% | 27.66%-11.9pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,299 | $2,068+59.5% | $2,839+16.2% | $2,342+40.8% |
| Participant deferral / active EE | $3,894 | $2,696+44.4% | $3,609+7.9% | $3,332+16.9% |
| Admin fee / account holder | $6,927 | $3,585+93.2% | $4,906+41.2% | $4,645+49.1% |