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 | $62,428 | $76,367-18.3% | $93,606-33.3% | $72,985-14.5% |
| Participation rate | 98.0% | 71.7%+26.2pp | 75.8%+22.1pp | 69.5%+28.5pp |
| Annual return | 19.76% | 25.82%-6.1pp | 32.76%-13.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $6,829 | $2,275+200.2% | $2,718+151.3% | $2,440+179.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,099 | $6,838-25.4% | $7,888-35.4% | $5,124-0.5% |