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 | $60,526 | $217,402-72.2% | $185,823-67.4% | $167,490-63.9% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 18.49% | 148.36%-129.9pp | 122.05%-103.6pp | 478.56%-460.1pp |
| Employer contribution / active EE | $8,859 | $5,873+50.8% | $5,167+71.4% | $4,837+83.1% |
| Participant deferral / active EE | $6,601 | $6,356+3.9% | $5,568+18.6% | $6,341+4.1% |
| Admin fee / account holder | $2,918 | $19,811-85.3% | $16,237-82.0% | $12,309-76.3% |