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 | $62,313 | $183,519-66.0% | $155,509-59.9% | $145,922-57.3% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 11.72% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $7,295 | $5,313+37.3% | $4,672+56.1% | $4,660+56.6% |
| Participant deferral / active EE | $13,179 | $6,462+103.9% | $5,626+134.2% | $6,688+97.1% |
| Admin fee / account holder | $4,548 | $19,313-76.5% | $15,912-71.4% | $13,397-66.1% |