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 | $63,402 | $99,957-36.6% | $149,696-57.6% | $73,488-13.7% |
| Participation rate | 93.6% | 75.7%+17.9pp | 82.5%+11.1pp | 70.7%+22.9pp |
| Annual return | 26.74% | 53.87%-27.1pp | 276.60%-249.9pp | 28.51%-1.8pp |
| Employer contribution / active EE | $4,891 | $3,191+53.3% | $4,644+5.3% | $2,270+115.4% |
| Participant deferral / active EE | $11,635 | $6,073+91.6% | $6,842+70.1% | $3,740+211.1% |
| Admin fee / account holder | $4,861 | $551+782.7% | $9,309-47.8% | $513+847.5% |