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 | $62,858 | $95,266-34.0% | $82,389-23.7% | $142,382-55.9% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.5%+0.5pp | 80.1%-10.1pp |
| Annual return | 16.21% | 25.74%-9.5pp | 28.67%-12.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,276 | $2,991-23.9% | $2,517-9.6% | $4,299-47.1% |
| Participant deferral / active EE | $5,333 | $4,809+10.9% | $4,155+28.4% | $6,507-18.0% |
| Admin fee / account holder | $536 | $8,563-93.7% | $7,231-92.6% | $12,624-95.8% |