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 5-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 | $81,009 | $89,753-9.7% | $107,525-24.7% | $84,808-4.5% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 17.27% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $8,967 | $3,113+188.0% | $3,754+138.9% | $2,631+240.8% |
| Participant deferral / active EE | $9,945 | $4,056+145.2% | $5,116+94.4% | $4,212+136.1% |
| Admin fee / account holder | $34,709 | $7,222+380.6% | $8,919+289.2% | $7,344+372.6% |