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 | $57,405 | $77,634-26.1% | $156,549-63.3% | $62,891-8.7% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 7.86% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,435 | $3,444+28.8% | $5,501-19.4% | $2,281+94.4% |
| Participant deferral / active EE | $5,780 | $3,045+89.8% | $4,871+18.7% | $3,203+80.5% |
| Admin fee / account holder | $9,447 | $5,561+69.9% | $13,027-27.5% | $4,296+119.9% |