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 | $58,078 | $177,572-67.3% | $154,803-62.5% | $142,382-59.2% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 20.30% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,961 | $4,810+3.1% | $4,305+15.2% | $4,299+15.4% |
| Participant deferral / active EE | $6,836 | $6,272+9.0% | $5,540+23.4% | $6,507+5.0% |
| Admin fee / account holder | $3,551 | $16,786-78.8% | $14,329-75.2% | $12,624-71.9% |