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 | $60,285 | $91,552-34.2% | $133,956-55.0% | $79,858-24.5% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | 13.95% | 61.85%-47.9pp | 45.09%-31.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,120 | $2,384-53.0% | $3,919-71.4% | $2,471-54.7% |
| Participant deferral / active EE | $1,757 | $3,733-52.9% | $5,048-65.2% | $3,740-53.0% |
| Admin fee / account holder | $4,025 | $6,321-36.3% | $8,927-54.9% | $5,306-24.1% |