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 7-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 | $70,742 | $58,512+20.9% | $84,015-15.8% | $72,985-3.1% |
| Participation rate | 89.1% | 61.2%+27.9pp | 69.0%+20.1pp | 69.5%+19.6pp |
| Annual return | 23.91% | 28.93%-5.0pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,036 | $1,163+75.1% | $1,983+2.6% | $2,440-16.6% |
| Participant deferral / active EE | $3,218 | $2,394+34.4% | $3,239-0.6% | $3,607-10.8% |
| Admin fee / account holder | $2,198 | $4,569-51.9% | $6,101-64.0% | $5,124-57.1% |