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 | $58,232 | $89,355-34.8% | $141,162-58.7% | $72,985-20.2% |
| Participation rate | 83.6% | 75.1%+8.5pp | 82.5%+1.2pp | 69.5%+14.2pp |
| Annual return | 22.36% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $5,039 | $3,114+61.8% | $4,735+6.4% | $2,440+106.5% |
| Participant deferral / active EE | $4,000 | $5,418-26.2% | $6,709-40.4% | $3,607+10.9% |
| Admin fee / account holder | $717 | $5,958-88.0% | $10,261-93.0% | $5,124-86.0% |