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 9-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 | $63,647 | $78,672-19.1% | $109,143-41.7% | $85,850-25.9% |
| Participation rate | 91.9% | 68.3%+23.6pp | 75.9%+16.0pp | 69.3%+22.6pp |
| Annual return | 18.41% | 25.09%-6.7pp | 25.75%-7.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $2,729 | $2,735-0.2% | $3,722-26.7% | $2,565+6.4% |
| Participant deferral / active EE | $5,052 | $3,467+45.7% | $4,653+8.6% | $3,952+27.8% |
| Admin fee / account holder | $450 | $5,469-91.8% | $6,752-93.3% | $6,260-92.8% |