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 | $54,089 | $77,503-30.2% | $100,391-46.1% | $80,856-33.1% |
| Participation rate | 98.0% | 76.9%+21.1pp | 81.5%+16.5pp | 67.6%+30.4pp |
| Annual return | 28.36% | 37.20%-8.8pp | 49.20%-20.8pp | 35.59%-7.2pp |
| Employer contribution / active EE | $7,520 | $2,801+168.5% | $3,942+90.8% | $2,755+173.0% |
| Participant deferral / active EE | $15,625 | $6,820+129.1% | $8,082+93.3% | $4,296+263.7% |
| Admin fee / account holder | $7,741 | $5,897+31.3% | $7,899-2.0% | $6,918+11.9% |