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 | $65,359 | $79,944-18.2% | $98,439-33.6% | $75,163-13.0% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.4pp |
| Annual return | 16.02% | 19.75%-3.7pp | 21.16%-5.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,857 | $2,264+114.6% | $3,048+59.4% | $2,670+81.9% |
| Participant deferral / active EE | $2,945 | $3,752-21.5% | $4,738-37.8% | $4,125-28.6% |
| Admin fee / account holder | $9,348 | $6,840+36.7% | $8,948+4.5% | $5,651+65.4% |