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 | $68,287 | $138,347-50.6% | $184,203-62.9% | $80,856-15.5% |
| Participation rate | 82.1% | 83.9%-1.7pp | 86.8%-4.7pp | 67.6%+14.5pp |
| Annual return | 18.61% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,798 | $4,850-21.7% | $6,427-40.9% | $2,755+37.9% |
| Participant deferral / active EE | $10,892 | $7,071+54.0% | $9,131+19.3% | $4,296+153.6% |
| Admin fee / account holder | $6,201 | $10,483-40.9% | $13,901-55.4% | $6,918-10.4% |