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 | $64,246 | $80,717-20.4% | $154,803-58.5% | $84,808-24.2% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 20.05% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $5,279 | $2,761+91.2% | $4,305+22.6% | $2,631+100.7% |
| Participant deferral / active EE | $6,399 | $3,303+93.7% | $5,540+15.5% | $4,212+51.9% |
| Admin fee / account holder | $737 | $6,746-89.1% | $14,329-94.9% | $7,344-90.0% |