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 | $62,553 | $81,460-23.2% | $103,333-39.5% | $80,856-22.6% |
| Participation rate | 78.3% | 66.8%+11.4pp | 74.5%+3.8pp | 67.6%+10.6pp |
| Annual return | 13.48% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,252 | $3,105+36.9% | $3,868+9.9% | $2,755+54.3% |
| Participant deferral / active EE | $8,466 | $3,869+118.8% | $5,057+67.4% | $4,296+97.1% |
| Admin fee / account holder | $946 | $6,566-85.6% | $8,355-88.7% | $6,918-86.3% |