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 | $60,426 | $77,813-22.3% | $123,544-51.1% | $64,186-5.9% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | 36.83% | 12.48%+24.3pp | 119.20%-82.4pp | 7.63%+29.2pp |
| Employer contribution / active EE | $2,561 | $3,014-15.0% | $4,628-44.7% | $2,381+7.6% |
| Participant deferral / active EE | $8,594 | $5,240+64.0% | $6,426+33.8% | $3,470+147.7% |
| Admin fee / account holder | $6,722 | $5,519+21.8% | $9,284-27.6% | $4,888+37.5% |