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 | $60,102 | $89,355-32.7% | $141,162-57.4% | $72,985-17.7% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 23.72% | 111.85%-88.1pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $993 | $3,114-68.1% | $4,735-79.0% | $2,440-59.3% |
| Participant deferral / active EE | $2,533 | $5,418-53.3% | $6,709-62.2% | $3,607-29.8% |
| Admin fee / account holder | $2,889 | $5,958-51.5% | $10,261-71.8% | $5,124-43.6% |