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 | $64,345 | $86,929-26.0% | $102,423-37.2% | $80,856-20.4% |
| Participation rate | 98.9% | 72.4%+26.5pp | 76.5%+22.4pp | 67.6%+31.3pp |
| Annual return | 19.10% | 18.88%+0.2pp | 29.32%-10.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $6,450 | $2,369+172.2% | $3,023+113.3% | $2,755+134.1% |
| Participant deferral / active EE | $10,068 | $4,118+144.5% | $5,053+99.3% | $4,296+134.4% |
| Admin fee / account holder | $3,011 | $8,049-62.6% | $9,451-68.1% | $6,918-56.5% |