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 | $56,662 | $65,365-13.3% | $92,893-39.0% | $72,985-22.4% |
| Participation rate | 88.2% | 68.3%+19.9pp | 76.0%+12.2pp | 69.5%+18.7pp |
| Annual return | 20.56% | 42.10%-21.5pp | 109.41%-88.9pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,045 | $2,594-21.2% | $3,653-44.0% | $2,440-16.2% |
| Participant deferral / active EE | $4,928 | $3,128+57.5% | $4,236+16.3% | $3,607+36.6% |
| Admin fee / account holder | $817 | $4,251-80.8% | $5,794-85.9% | $5,124-84.1% |