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 | $67,215 | $64,909+3.6% | $82,313-18.3% | $62,292+7.9% |
| Participation rate | 98.1% | 74.9%+23.2pp | 76.9%+21.2pp | 69.5%+28.5pp |
| Annual return | 17.39% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,191 | $1,676+30.7% | $2,428-9.8% | $2,042+7.3% |
| Participant deferral / active EE | $6,547 | $3,103+111.0% | $3,706+76.6% | $3,169+106.6% |
| Admin fee / account holder | $6,855 | $440+1459.3% | $5,608+22.2% | $479+1330.0% |