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 | $57,495 | $95,416-39.7% | $185,823-69.1% | $85,850-33.0% |
| Participation rate | 88.2% | 68.8%+19.5pp | 81.7%+6.5pp | 69.3%+18.9pp |
| Annual return | 13.93% | 23.59%-9.7pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $7,020 | $3,314+111.9% | $5,167+35.9% | $2,565+173.7% |
| Participant deferral / active EE | $6,200 | $3,423+81.1% | $5,568+11.3% | $3,952+56.9% |
| Admin fee / account holder | $4,228 | $7,213-41.4% | $16,237-74.0% | $6,260-32.5% |