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 | $60,624 | $89,753-32.5% | $107,525-43.6% | $84,808-28.5% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.8pp |
| Annual return | 17.33% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,078 | $3,113+31.0% | $3,754+8.7% | $2,631+55.0% |
| Participant deferral / active EE | $7,889 | $4,056+94.5% | $5,116+54.2% | $4,212+87.3% |
| Admin fee / account holder | $5,305 | $7,222-26.5% | $8,919-40.5% | $7,344-27.8% |