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 | $59,009 | $93,571-36.9% | $135,903-56.6% | $75,163-21.5% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 29.80% | 30.90%-1.1pp | 68.23%-38.4pp | 160.62%-130.8pp |
| Employer contribution / active EE | $4,950 | $3,537+40.0% | $4,856+1.9% | $2,670+85.4% |
| Participant deferral / active EE | $11,035 | $6,404+72.3% | $7,758+42.2% | $4,125+167.5% |
| Admin fee / account holder | $4,541 | $6,975-34.9% | $10,762-57.8% | $5,651-19.6% |