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 7-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 | $62,918 | $109,881-42.7% | $150,045-58.1% | $84,808-25.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.09% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,207 | $3,561+18.1% | $4,693-10.4% | $2,631+59.9% |
| Participant deferral / active EE | $9,606 | $6,636+44.8% | $7,997+20.1% | $4,212+128.1% |
| Admin fee / account holder | $9,750 | $8,568+13.8% | $13,435-27.4% | $7,344+32.8% |