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 | $61,520 | $65,041-5.4% | $90,951-32.4% | $79,858-23.0% |
| Participation rate | 84.8% | 61.6%+23.2pp | 69.0%+15.8pp | 69.6%+15.2pp |
| Annual return | 19.97% | 30.45%-10.5pp | 134.60%-114.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,483 | $1,247+99.1% | $2,122+17.0% | $2,471+0.5% |
| Participant deferral / active EE | $3,940 | $2,512+56.8% | $3,373+16.8% | $3,740+5.3% |
| Admin fee / account holder | $445 | $4,536-90.2% | $5,959-92.5% | $5,306-91.6% |