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 | $65,610 | $138,347-52.6% | $184,203-64.4% | $80,856-18.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.6%+19.9pp |
| Annual return | 45.82% | 20.02%+25.8pp | 28.81%+17.0pp | 35.59%+10.2pp |
| Employer contribution / active EE | $3,105 | $4,850-36.0% | $6,427-51.7% | $2,755+12.7% |
| Participant deferral / active EE | $6,859 | $7,071-3.0% | $9,131-24.9% | $4,296+59.7% |
| Admin fee / account holder | $1,602 | $10,483-84.7% | $13,901-88.5% | $6,918-76.8% |