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 | $72,083 | $65,365+10.3% | $92,893-22.4% | $72,985-1.2% |
| Participation rate | 86.7% | 68.3%+18.4pp | 76.0%+10.7pp | 69.5%+17.2pp |
| Annual return | 21.80% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,783 | $2,594+84.4% | $3,653+30.9% | $2,440+96.0% |
| Participant deferral / active EE | $6,609 | $3,128+111.3% | $4,236+56.0% | $3,607+83.2% |
| Admin fee / account holder | $11,350 | $4,251+167.0% | $5,794+95.9% | $5,124+121.5% |