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 7-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 | $73,053 | $86,891-15.9% | $142,449-48.7% | $75,163-2.8% |
| Participation rate | 87.0% | 68.5%+18.4pp | 76.8%+10.2pp | 67.2%+19.8pp |
| Annual return | 21.86% | 23.31%-1.5pp | 19.99%+1.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $7,032 | $3,355+109.6% | $4,847+45.1% | $2,670+163.4% |
| Participant deferral / active EE | $10,511 | $4,938+112.9% | $6,283+67.3% | $4,125+154.8% |
| Admin fee / account holder | $2,839 | $7,299-61.1% | $10,011-71.6% | $5,651-49.8% |