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 | $59,235 | $79,944-25.9% | $98,439-39.8% | $75,163-21.2% |
| Participation rate | 89.3% | 70.4%+18.9pp | 75.2%+14.1pp | 67.2%+22.1pp |
| Annual return | 14.38% | 19.75%-5.4pp | 21.16%-6.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $6,469 | $2,264+185.7% | $3,048+112.2% | $2,670+142.3% |
| Participant deferral / active EE | $4,465 | $3,752+19.0% | $4,738-5.8% | $4,125+8.2% |
| Admin fee / account holder | $18,863 | $6,840+175.8% | $8,948+110.8% | $5,651+233.8% |