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 | $59,708 | $73,933-19.2% | $96,683-38.2% | $75,163-20.6% |
| Participation rate | 96.5% | 66.4%+30.1pp | 74.3%+22.1pp | 67.2%+29.3pp |
| Annual return | 14.79% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,187 | $2,928-25.3% | $3,737-41.5% | $2,670-18.1% |
| Participant deferral / active EE | $8,113 | $3,659+121.8% | $4,878+66.3% | $4,125+96.7% |
| Admin fee / account holder | $15,533 | $5,216+197.8% | $6,730+130.8% | $5,651+174.9% |