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 | $58,143 | $89,652-35.1% | $141,162-58.8% | $65,185-10.8% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.5%+8.3pp | 70.2%+20.5pp |
| Annual return | 28.15% | 32.79%-4.6pp | 71.39%-43.2pp | 29.38%-1.2pp |
| Employer contribution / active EE | $2,385 | $3,065-22.2% | $4,735-49.6% | $2,177+9.6% |
| Participant deferral / active EE | $6,570 | $5,691+15.5% | $6,709-2.1% | $3,514+87.0% |
| Admin fee / account holder | $881 | $569+54.9% | $10,261-91.4% | $847+4.0% |