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 | $95,694 | $80,717+18.6% | $154,803-38.2% | $84,808+12.8% |
| Participation rate | 75.3% | 66.8%+8.5pp | 78.1%-2.8pp | 68.3%+7.0pp |
| Annual return | 18.79% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $6,267 | $2,761+127.0% | $4,305+45.6% | $2,631+138.2% |
| Participant deferral / active EE | $4,261 | $3,303+29.0% | $5,540-23.1% | $4,212+1.2% |
| Admin fee / account holder | $51,924 | $6,746+669.7% | $14,329+262.4% | $7,344+607.0% |