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 | $76,672 | $49,915+53.6% | $154,803-50.5% | $74,304+3.2% |
| Participation rate | 96.1% | 54.0%+42.1pp | 78.1%+18.0pp | 60.3%+35.7pp |
| Annual return | 44.34% | 34.06%+10.3pp | 58.88%-14.5pp | 29.43%+14.9pp |
| Employer contribution / active EE | $7,541 | $1,611+368.0% | $4,305+75.2% | $2,241+236.5% |
| Participant deferral / active EE | $17,151 | $2,255+660.7% | $5,540+209.6% | $3,767+355.3% |
| Admin fee / account holder | $10,663 | $2,189+387.1% | $14,329-25.6% | $2,969+259.2% |