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 | $67,032 | $77,503-13.5% | $100,391-33.2% | $80,856-17.1% |
| Participation rate | 92.5% | 76.9%+15.6pp | 81.5%+11.0pp | 67.6%+24.9pp |
| Annual return | 16.94% | 37.20%-20.3pp | 49.20%-32.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,661 | $2,801+30.7% | $3,942-7.1% | $2,755+32.9% |
| Participant deferral / active EE | $11,671 | $6,820+71.1% | $8,082+44.4% | $4,296+171.7% |
| Admin fee / account holder | $4,677 | $5,897-20.7% | $7,899-40.8% | $6,918-32.4% |