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 9-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 | $56,331 | $60,892-7.5% | $82,389-31.6% | $84,808-33.6% |
| Participation rate | 80.6% | 63.3%+17.3pp | 69.5%+11.0pp | 68.3%+12.2pp |
| Annual return | 15.23% | 37.29%-22.1pp | 28.67%-13.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,826 | $1,779+58.8% | $2,517+12.3% | $2,631+7.4% |
| Participant deferral / active EE | $5,702 | $3,179+79.4% | $4,155+37.3% | $4,212+35.4% |
| Admin fee / account holder | $6,841 | $5,467+25.1% | $7,231-5.4% | $7,344-6.8% |