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 | $60,489 | $93,571-35.4% | $135,903-55.5% | $75,163-19.5% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 21.54% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $5,387 | $3,537+52.3% | $4,856+10.9% | $2,670+101.8% |
| Participant deferral / active EE | $10,044 | $6,404+56.8% | $7,758+29.5% | $4,125+143.5% |
| Admin fee / account holder | $4,679 | $6,975-32.9% | $10,762-56.5% | $5,651-17.2% |