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 | $72,814 | $54,705+33.1% | $71,209+2.3% | $84,808-14.1% |
| Participation rate | 70.0% | 64.1%+5.9pp | 73.8%-3.8pp | 68.3%+1.7pp |
| Annual return | 16.19% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,768 | $2,158+28.3% | $2,721+1.7% | $2,631+5.2% |
| Participant deferral / active EE | $6,836 | $3,030+125.6% | $4,175+63.7% | $4,212+62.3% |
| Admin fee / account holder | $13,387 | $4,863+175.3% | $5,349+150.3% | $7,344+82.3% |