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 | $61,085 | $100,923-39.5% | $150,045-59.3% | $74,304-17.8% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.3%-0.2pp | 60.3%+21.8pp |
| Annual return | 23.74% | 51.77%-28.0pp | 62.55%-38.8pp | 29.43%-5.7pp |
| Employer contribution / active EE | $3,779 | $3,463+9.1% | $4,693-19.5% | $2,241+68.6% |
| Participant deferral / active EE | $8,366 | $6,709+24.7% | $7,997+4.6% | $3,767+122.1% |
| Admin fee / account holder | $22,440 | $2,767+711.0% | $13,435+67.0% | $2,969+655.9% |