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 | $77,672 | $83,477-7.0% | $125,175-37.9% | $72,985+6.4% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.5%+28.3pp |
| Annual return | 19.23% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $7,882 | $2,345+236.1% | $3,865+103.9% | $2,440+223.1% |
| Participant deferral / active EE | $5,872 | $3,585+63.8% | $4,937+19.0% | $3,607+62.8% |
| Admin fee / account holder | $15,546 | $5,517+181.8% | $9,702+60.2% | $5,124+203.4% |