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 | $69,397 | $58,512+18.6% | $84,015-17.4% | $72,985-4.9% |
| Participation rate | 72.7% | 61.2%+11.5pp | 69.0%+3.7pp | 69.5%+3.2pp |
| Annual return | 18.42% | 28.93%-10.5pp | 71.31%-52.9pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,481 | $1,163+113.4% | $1,983+25.1% | $2,440+1.7% |
| Participant deferral / active EE | $4,423 | $2,394+84.8% | $3,239+36.6% | $3,607+22.6% |
| Admin fee / account holder | $3,243 | $4,569-29.0% | $6,101-46.8% | $5,124-36.7% |