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 | $66,827 | $64,480+3.6% | $81,382-17.9% | $80,856-17.4% |
| Participation rate | 93.2% | 63.9%+29.4pp | 69.5%+23.7pp | 67.6%+25.6pp |
| Annual return | 19.62% | 16.34%+3.3pp | 24.73%-5.1pp | 35.59%-16.0pp |
| Employer contribution / active EE | $5,707 | $1,978+188.4% | $2,463+131.7% | $2,755+107.1% |
| Participant deferral / active EE | $8,562 | $3,094+176.8% | $3,883+120.5% | $4,296+99.3% |
| Admin fee / account holder | $49,601 | $5,671+774.6% | $5,768+759.9% | $6,918+617.0% |