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 | $62,266 | $72,277-13.9% | $101,248-38.5% | $79,858-22.0% |
| Participation rate | 85.5% | 68.5%+17.0pp | 75.8%+9.6pp | 69.6%+15.8pp |
| Annual return | 23.16% | 22.30%+0.9pp | 46.47%-23.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $3,537 | $2,692+31.4% | $3,660-3.3% | $2,471+43.2% |
| Participant deferral / active EE | $7,563 | $3,282+130.5% | $4,370+73.1% | $3,740+102.2% |
| Admin fee / account holder | $2,239 | $4,400-49.1% | $5,945-62.3% | $5,306-57.8% |