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 | $40,359 | $86,286-53.2% | $111,297-63.7% | $85,850-53.0% |
| Participation rate | 82.8% | 73.3%+9.4pp | 77.3%+5.4pp | 69.3%+13.4pp |
| Annual return | 25.12% | 19.99%+5.1pp | 54.65%-29.5pp | 318.53%-293.4pp |
| Employer contribution / active EE | $2,974 | $2,043+45.6% | $2,731+8.9% | $2,565+16.0% |
| Participant deferral / active EE | $5,434 | $3,641+49.3% | $4,487+21.1% | $3,952+37.5% |
| Admin fee / account holder | $11,893 | $8,188+45.2% | $7,964+49.3% | $6,260+90.0% |