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 10-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 | $62,038 | $72,277-14.2% | $101,248-38.7% | $79,858-22.3% |
| Participation rate | 83.6% | 68.5%+15.2pp | 75.8%+7.8pp | 69.6%+14.0pp |
| Annual return | 15.93% | 22.30%-6.4pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,840 | $2,692+42.7% | $3,660+4.9% | $2,471+55.4% |
| Participant deferral / active EE | $7,154 | $3,282+118.0% | $4,370+63.7% | $3,740+91.3% |
| Admin fee / account holder | $3,146 | $4,400-28.5% | $5,945-47.1% | $5,306-40.7% |