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 | $59,008 | $86,286-31.6% | $111,297-47.0% | $85,850-31.3% |
| Participation rate | 95.2% | 73.3%+21.8pp | 77.3%+17.9pp | 69.3%+25.8pp |
| Annual return | 24.93% | 19.99%+4.9pp | 54.65%-29.7pp | 318.53%-293.6pp |
| Employer contribution / active EE | $2,426 | $2,043+18.7% | $2,731-11.2% | $2,565-5.4% |
| Participant deferral / active EE | $4,441 | $3,641+22.0% | $4,487-1.0% | $3,952+12.4% |
| Admin fee / account holder | $662 | $8,188-91.9% | $7,964-91.7% | $6,260-89.4% |