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 | $65,308 | $81,248-19.6% | $155,509-58.0% | $80,856-19.2% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 14.11% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $7,185 | $3,100+131.8% | $4,672+53.8% | $2,755+160.8% |
| Participant deferral / active EE | $5,688 | $3,452+64.8% | $5,626+1.1% | $4,296+32.4% |
| Admin fee / account holder | $2,575 | $7,997-67.8% | $15,912-83.8% | $6,918-62.8% |