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 | $69,730 | $106,515-34.5% | $96,683-27.9% | $139,434-50.0% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 18.58% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,046 | $4,103-25.8% | $3,737-18.5% | $4,751-35.9% |
| Participant deferral / active EE | $7,241 | $5,454+32.8% | $4,878+48.4% | $6,710+7.9% |
| Admin fee / account holder | $8,611 | $7,877+9.3% | $6,730+28.0% | $11,403-24.5% |