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 | $79,032 | $91,190-13.3% | $178,490-55.7% | $79,858-1.0% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 13.30% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $7,064 | $3,256+117.0% | $5,011+41.0% | $2,471+185.9% |
| Participant deferral / active EE | $4,001 | $3,236+23.6% | $5,202-23.1% | $3,740+7.0% |
| Admin fee / account holder | $5,173 | $6,751-23.4% | $13,984-63.0% | $5,306-2.5% |