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 | $67,059 | $74,927-10.5% | $101,794-34.1% | $84,808-20.9% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.2%+13.6pp | 68.3%+14.4pp |
| Annual return | 13.29% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,451 | $1,522+126.8% | $2,289+50.8% | $2,631+31.2% |
| Participant deferral / active EE | $5,442 | $3,099+75.6% | $4,084+33.3% | $4,212+29.2% |
| Admin fee / account holder | $21,338 | $6,514+227.6% | $8,777+143.1% | $7,344+190.6% |