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 | $61,624 | $56,053+9.9% | $75,972-18.9% | $80,856-23.8% |
| Participation rate | 72.5% | 62.0%+10.5pp | 69.1%+3.5pp | 67.6%+4.9pp |
| Annual return | 13.25% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,080 | $1,874+11.0% | $2,685-22.5% | $2,755-24.5% |
| Participant deferral / active EE | $5,159 | $3,052+69.1% | $4,255+21.2% | $4,296+20.1% |
| Admin fee / account holder | $4,111 | $5,234-21.4% | $6,467-36.4% | $6,918-40.6% |