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 | $61,233 | $54,705+11.9% | $71,209-14.0% | $84,808-27.8% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 13.67% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,398 | $2,158+11.1% | $2,721-11.9% | $2,631-8.9% |
| Participant deferral / active EE | $4,258 | $3,030+40.5% | $4,175+2.0% | $4,212+1.1% |
| Admin fee / account holder | $4,107 | $4,863-15.6% | $5,349-23.2% | $7,344-44.1% |