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 | $56,176 | $49,227+14.1% | $70,449-20.3% | $79,858-29.7% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 69.6%+26.5pp |
| Annual return | 13.13% | 30.06%-16.9pp | 109.03%-95.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,694 | $2,099+76.0% | $2,737+35.0% | $2,471+49.5% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,559 | $2,878-45.8% | $3,845-59.5% | $5,306-70.6% |