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 5-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 | $60,231 | $109,881-45.2% | $150,045-59.9% | $84,808-29.0% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 23.28% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $8,910 | $3,561+150.2% | $4,693+89.9% | $2,631+238.7% |
| Participant deferral / active EE | $18,951 | $6,636+185.6% | $7,997+137.0% | $4,212+350.0% |
| Admin fee / account holder | $14,579 | $8,568+70.2% | $13,435+8.5% | $7,344+98.5% |