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 | $74,301 | $54,590+36.1% | $81,930-9.3% | $73,488+1.1% |
| Participation rate | 81.4% | 68.3%+13.1pp | 72.0%+9.4pp | 70.7%+10.7pp |
| Annual return | 31.05% | 17.74%+13.3pp | 29.49%+1.6pp | 28.51%+2.5pp |
| Employer contribution / active EE | $1,133 | $1,636-30.7% | $4,310-73.7% | $2,270-50.1% |
| Participant deferral / active EE | $2,923 | $2,759+5.9% | $7,107-58.9% | $3,740-21.8% |
| Admin fee / account holder | $2,314 | $592+290.9% | $5,158-55.1% | $513+351.1% |