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 | $73,010 | $109,881-33.6% | $150,045-51.3% | $84,808-13.9% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 16.90% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,044 | $3,561+13.6% | $4,693-13.8% | $2,631+53.7% |
| Participant deferral / active EE | $6,200 | $6,636-6.6% | $7,997-22.5% | $4,212+47.2% |
| Admin fee / account holder | $5,171 | $8,568-39.6% | $13,435-61.5% | $7,344-29.6% |