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 | $77,814 | $45,035+72.8% | $62,995+23.5% | $70,131+11.0% |
| Participation rate | 94.2% | 69.5%+24.7pp | 74.8%+19.4pp | 69.5%+24.7pp |
| Annual return | 15.19% | 18.76%-3.6pp | 87.57%-72.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,829 | $2,051+86.7% | $2,759+38.8% | $2,342+63.5% |
| Participant deferral / active EE | $3,829 | $2,465+55.4% | $3,329+15.0% | $3,332+14.9% |
| Admin fee / account holder | $3,478 | $2,834+22.7% | $3,600-3.4% | $4,645-25.1% |