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 8-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 | $63,076 | $60,892+3.6% | $82,389-23.4% | $84,808-25.6% |
| Participation rate | 95.1% | 63.3%+31.9pp | 69.5%+25.6pp | 68.3%+26.8pp |
| Annual return | 16.48% | 37.29%-20.8pp | 28.67%-12.2pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,675 | $1,779+106.5% | $2,517+46.0% | $2,631+39.7% |
| Participant deferral / active EE | $5,588 | $3,179+75.8% | $4,155+34.5% | $4,212+32.7% |
| Admin fee / account holder | $17,998 | $5,467+229.2% | $7,231+148.9% | $7,344+145.1% |