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 | $61,846 | $98,750-37.4% | $149,696-58.7% | $79,858-22.6% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.1pp |
| Annual return | 22.82% | 27.43%-4.6pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,421 | $3,216-24.7% | $4,644-47.9% | $2,471-2.0% |
| Participant deferral / active EE | $5,867 | $5,680+3.3% | $6,842-14.2% | $3,740+56.9% |
| Admin fee / account holder | $348 | $6,053-94.2% | $9,309-96.3% | $5,306-93.4% |