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 | $57,621 | $109,881-47.6% | $150,045-61.6% | $84,808-32.1% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 19.55% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,331 | $3,561+49.7% | $4,693+13.6% | $2,631+102.6% |
| Participant deferral / active EE | $8,819 | $6,636+32.9% | $7,997+10.3% | $4,212+109.4% |
| Admin fee / account holder | $4,868 | $8,568-43.2% | $13,435-63.8% | $7,344-33.7% |