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 | $57,995 | $89,753-35.4% | $107,525-46.1% | $84,808-31.6% |
| Participation rate | 91.9% | 68.1%+23.8pp | 75.1%+16.8pp | 68.3%+23.6pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $11,025 | $3,113+254.1% | $3,754+193.7% | $2,631+319.0% |
| Participant deferral / active EE | $3,248 | $4,056-19.9% | $5,116-36.5% | $4,212-22.9% |
| Admin fee / account holder | $7,647 | $7,222+5.9% | $8,919-14.3% | $7,344+4.1% |