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 | $70,787 | $63,346+11.7% | $92,233-23.3% | $70,131+0.9% |
| Participation rate | 81.3% | 68.7%+12.6pp | 76.5%+4.8pp | 69.5%+11.8pp |
| Annual return | 16.35% | 530.12%-513.8pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,666 | $2,471+7.9% | $3,679-27.5% | $2,342+13.8% |
| Participant deferral / active EE | $5,847 | $2,854+104.9% | $3,897+50.0% | $3,332+75.5% |
| Admin fee / account holder | $4,453 | $3,840+15.9% | $5,194-14.3% | $4,645-4.2% |