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 | $62,390 | $79,944-22.0% | $98,439-36.6% | $75,163-17.0% |
| Participation rate | 97.6% | 70.4%+27.3pp | 75.2%+22.5pp | 67.2%+30.5pp |
| Annual return | 14.09% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,216 | $2,264-2.1% | $3,048-27.3% | $2,670-17.0% |
| Participant deferral / active EE | $3,001 | $3,752-20.0% | $4,738-36.7% | $4,125-27.3% |
| Admin fee / account holder | $2,364 | $6,840-65.4% | $8,948-73.6% | $5,651-58.2% |