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 | $69,097 | $57,016+21.2% | $84,966-18.7% | $80,856-14.5% |
| Participation rate | 87.1% | 56.3%+30.7pp | 67.5%+19.6pp | 67.6%+19.5pp |
| Annual return | 11.77% | 21.66%-9.9pp | 66.38%-54.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,756 | $1,798+109.0% | $2,727+37.7% | $2,755+36.3% |
| Participant deferral / active EE | $8,321 | $3,110+167.6% | $4,519+84.1% | $4,296+93.7% |
| Admin fee / account holder | $2,430 | $4,980-51.2% | $6,149-60.5% | $6,918-64.9% |