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 6-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 | $62,579 | $86,929-28.0% | $102,423-38.9% | $80,856-22.6% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.6%+27.2pp |
| Annual return | 16.22% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $9,633 | $2,369+306.6% | $3,023+218.6% | $2,755+249.7% |
| Participant deferral / active EE | $17,210 | $4,118+317.9% | $5,053+240.6% | $4,296+300.6% |
| Admin fee / account holder | $3,518 | $8,049-56.3% | $9,451-62.8% | $6,918-49.1% |