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 8-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 | $59,987 | $72,277-17.0% | $101,248-40.8% | $79,858-24.9% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | 13.83% | 22.30%-8.5pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $7,954 | $2,692+195.5% | $3,660+117.4% | $2,471+221.9% |
| Participant deferral / active EE | $2,219 | $3,282-32.4% | $4,370-49.2% | $3,740-40.7% |
| Admin fee / account holder | $14,185 | $4,400+222.4% | $5,945+138.6% | $5,306+167.3% |