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 | $60,333 | $65,395-7.7% | $182,532-66.9% | $72,985-17.3% |
| Participation rate | 89.8% | 65.4%+24.4pp | 78.0%+11.8pp | 69.5%+20.3pp |
| Annual return | 19.43% | 27.68%-8.3pp | 148.54%-129.1pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,240 | $1,911+17.2% | $4,076-45.0% | $2,440-8.2% |
| Participant deferral / active EE | $5,724 | $3,563+60.7% | $5,524+3.6% | $3,607+58.7% |
| Admin fee / account holder | $8,611 | $4,245+102.9% | $8,592+0.2% | $5,124+68.0% |