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 | $62,061 | $89,753-30.9% | $107,525-42.3% | $84,808-26.8% |
| Participation rate | 80.9% | 68.1%+12.8pp | 75.1%+5.8pp | 68.3%+12.6pp |
| Annual return | 13.01% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,484 | $3,113+44.0% | $3,754+19.5% | $2,631+70.4% |
| Participant deferral / active EE | $3,593 | $4,056-11.4% | $5,116-29.8% | $4,212-14.7% |
| Admin fee / account holder | $6,151 | $7,222-14.8% | $8,919-31.0% | $7,344-16.2% |