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 | $61,912 | $109,881-43.7% | $150,045-58.7% | $84,808-27.0% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 23.26% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $5,424 | $3,561+52.3% | $4,693+15.6% | $2,631+106.2% |
| Participant deferral / active EE | $11,477 | $6,636+73.0% | $7,997+43.5% | $4,212+172.5% |
| Admin fee / account holder | $14,066 | $8,568+64.2% | $13,435+4.7% | $7,344+91.5% |