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 | $60,661 | $98,750-38.6% | $149,696-59.5% | $79,858-24.0% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.6pp |
| Annual return | 36.37% | 27.43%+8.9pp | 276.60%-240.2pp | 31.71%+4.7pp |
| Employer contribution / active EE | $4,266 | $3,216+32.6% | $4,644-8.1% | $2,471+72.7% |
| Participant deferral / active EE | $9,488 | $5,680+67.0% | $6,842+38.7% | $3,740+153.7% |
| Admin fee / account holder | $534 | $6,053-91.2% | $9,309-94.3% | $5,306-89.9% |