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 7-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 | $57,312 | $114,381-49.9% | $107,525-46.7% | $142,382-59.7% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 16.32% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,009 | $4,015+99.5% | $3,754+113.4% | $4,299+86.3% |
| Participant deferral / active EE | $2,481 | $5,564-55.4% | $5,116-51.5% | $6,507-61.9% |
| Admin fee / account holder | $693 | $9,860-93.0% | $8,919-92.2% | $12,624-94.5% |