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 | $64,111 | $52,279+22.6% | $89,391-28.3% | $79,858-19.7% |
| Participation rate | 74.1% | 57.5%+16.5pp | 68.0%+6.1pp | 69.6%+4.4pp |
| Annual return | 17.49% | 22.16%-4.7pp | 245.62%-228.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,107 | $1,572+34.1% | $2,586-18.5% | $2,471-14.7% |
| Participant deferral / active EE | $3,635 | $2,740+32.6% | $3,890-6.6% | $3,740-2.8% |
| Admin fee / account holder | $476 | $3,356-85.8% | $4,881-90.3% | $5,306-91.0% |