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 | $62,594 | $102,966-39.2% | $90,281-30.7% | $152,861-59.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 12.02% | 95.16%-83.1pp | 78.10%-66.1pp | 345.32%-333.3pp |
| Employer contribution / active EE | $2,558 | $3,139-18.5% | $2,854-10.4% | $4,762-46.3% |
| Participant deferral / active EE | $5,050 | $4,281+17.9% | $3,885+30.0% | $5,850-13.7% |
| Admin fee / account holder | $1,160 | $6,171-81.2% | $5,351-78.3% | $11,596-90.0% |