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 8-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 | $60,115 | $89,753-33.0% | $107,525-44.1% | $84,808-29.1% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 22.05% | 29.48%-7.4pp | 181.32%-159.3pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,910 | $3,113-38.7% | $3,754-49.1% | $2,631-27.4% |
| Participant deferral / active EE | $9,993 | $4,056+146.4% | $5,116+95.3% | $4,212+137.3% |
| Admin fee / account holder | $6,731 | $7,222-6.8% | $8,919-24.5% | $7,344-8.3% |