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 | $57,091 | $79,944-28.6% | $98,439-42.0% | $75,163-24.0% |
| Participation rate | 86.7% | 70.4%+16.3pp | 75.2%+11.5pp | 67.2%+19.5pp |
| Annual return | 18.11% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,877 | $2,264+27.1% | $3,048-5.6% | $2,670+7.8% |
| Participant deferral / active EE | $6,064 | $3,752+61.6% | $4,738+28.0% | $4,125+47.0% |
| Admin fee / account holder | $8,900 | $6,840+30.1% | $8,948-0.5% | $5,651+57.5% |