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 | $56,411 | $65,041-13.3% | $90,951-38.0% | $79,858-29.4% |
| Participation rate | 89.2% | 61.6%+27.6pp | 69.0%+20.2pp | 69.6%+19.6pp |
| Annual return | 12.65% | 30.45%-17.8pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,583 | $1,247+107.1% | $2,122+21.7% | $2,471+4.5% |
| Participant deferral / active EE | $6,220 | $2,512+147.6% | $3,373+84.4% | $3,740+66.3% |
| Admin fee / account holder | $532 | $4,536-88.3% | $5,959-91.1% | $5,306-90.0% |