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 | $63,246 | $65,365-3.2% | $92,893-31.9% | $72,985-13.3% |
| Participation rate | 90.7% | 68.3%+22.4pp | 76.0%+14.7pp | 69.5%+21.2pp |
| Annual return | 37.14% | 42.10%-5.0pp | 109.41%-72.3pp | 81.00%-43.9pp |
| Employer contribution / active EE | $2,997 | $2,594+15.5% | $3,653-18.0% | $2,440+22.8% |
| Participant deferral / active EE | $7,243 | $3,128+131.5% | $4,236+71.0% | $3,607+100.8% |
| Admin fee / account holder | $497 | $4,251-88.3% | $5,794-91.4% | $5,124-90.3% |