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 | $71,223 | $89,753-20.6% | $107,525-33.8% | $84,808-16.0% |
| Participation rate | 86.8% | 68.1%+18.8pp | 75.1%+11.8pp | 68.3%+18.5pp |
| Annual return | 14.24% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $8,286 | $3,113+166.2% | $3,754+120.8% | $2,631+215.0% |
| Participant deferral / active EE | $4,670 | $4,056+15.1% | $5,116-8.7% | $4,212+10.9% |
| Admin fee / account holder | $8,544 | $7,222+18.3% | $8,919-4.2% | $7,344+16.3% |