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 | $73,647 | $100,326-26.6% | $180,183-59.1% | $84,808-13.2% |
| Participation rate | 98.4% | 71.0%+27.4pp | 77.4%+20.9pp | 68.3%+30.0pp |
| Annual return | 26.17% | 17.86%+8.3pp | 27.86%-1.7pp | 40.90%-14.7pp |
| Employer contribution / active EE | $7,458 | $3,269+128.1% | $5,039+48.0% | $2,631+183.5% |
| Participant deferral / active EE | $11,835 | $5,066+133.6% | $6,822+73.5% | $4,212+181.0% |
| Admin fee / account holder | $3,445 | $9,674-64.4% | $19,975-82.8% | $7,344-53.1% |