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 7-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 | $59,227 | $98,750-40.0% | $149,696-60.4% | $79,858-25.8% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.7pp |
| Annual return | 18.97% | 27.43%-8.5pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,481 | $3,216+39.3% | $4,644-3.5% | $2,471+81.3% |
| Participant deferral / active EE | $11,691 | $5,680+105.8% | $6,842+70.9% | $3,740+212.6% |
| Admin fee / account holder | $8,470 | $6,053+39.9% | $9,309-9.0% | $5,306+59.6% |