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 | $61,156 | $72,492-15.6% | $87,100-29.8% | $72,985-16.2% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 19.99% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,128 | $1,894+65.2% | $2,521+24.1% | $2,440+28.2% |
| Participant deferral / active EE | $7,291 | $3,270+123.0% | $4,049+80.1% | $3,607+102.1% |
| Admin fee / account holder | $9,977 | $5,055+97.4% | $7,497+33.1% | $5,124+94.7% |