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 | $68,266 | $93,571-27.0% | $135,903-49.8% | $75,163-9.2% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 22.86% | 30.90%-8.0pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,080 | $3,537-12.9% | $4,856-36.6% | $2,670+15.4% |
| Participant deferral / active EE | $9,253 | $6,404+44.5% | $7,758+19.3% | $4,125+124.3% |
| Admin fee / account holder | $13,157 | $6,975+88.6% | $10,762+22.3% | $5,651+132.8% |