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 | $59,712 | $89,355-33.2% | $141,162-57.7% | $72,985-18.2% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 20.81% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,012 | $3,114-3.3% | $4,735-36.4% | $2,440+23.4% |
| Participant deferral / active EE | $6,644 | $5,418+22.6% | $6,709-1.0% | $3,607+84.2% |
| Admin fee / account holder | $10,012 | $5,958+68.0% | $10,261-2.4% | $5,124+95.4% |