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 9-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 | $61,957 | $109,881-43.6% | $150,045-58.7% | $84,808-26.9% |
| Participation rate | 86.9% | 76.1%+10.8pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 19.04% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,389 | $3,561+23.2% | $4,693-6.5% | $2,631+66.8% |
| Participant deferral / active EE | $8,599 | $6,636+29.6% | $7,997+7.5% | $4,212+104.2% |
| Admin fee / account holder | $8,430 | $8,568-1.6% | $13,435-37.3% | $7,344+14.8% |