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 | $68,850 | $47,848+43.9% | $81,478-15.5% | $70,131-1.8% |
| Participation rate | 96.3% | 58.3%+38.0pp | 68.0%+28.3pp | 69.5%+26.8pp |
| Annual return | 16.52% | 27.25%-10.7pp | 38.78%-22.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,749 | $1,527+145.5% | $2,568+46.0% | $2,342+60.0% |
| Participant deferral / active EE | $6,897 | $2,453+181.2% | $3,537+95.0% | $3,332+107.0% |
| Admin fee / account holder | $9,346 | $3,145+197.2% | $4,561+104.9% | $4,645+101.2% |