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 6-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 | $62,337 | $80,673-22.7% | $101,326-38.5% | $84,808-26.5% |
| Participation rate | 88.9% | 77.8%+11.1pp | 81.5%+7.4pp | 68.3%+20.6pp |
| Annual return | 25.19% | 38.95%-13.8pp | 36.82%-11.6pp | 40.90%-15.7pp |
| Employer contribution / active EE | $2,086 | $2,698-22.7% | $3,665-43.1% | $2,631-20.7% |
| Participant deferral / active EE | $10,475 | $6,840+53.1% | $7,994+31.0% | $4,212+148.7% |
| Admin fee / account holder | $5,261 | $12,784-58.8% | $11,185-53.0% | $7,344-28.4% |