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 | $76,204 | $48,795+56.2% | $65,493+16.4% | $84,808-10.1% |
| Participation rate | 90.6% | 67.0%+23.6pp | 73.1%+17.5pp | 68.3%+22.3pp |
| Annual return | 16.23% | 20.20%-4.0pp | 982.45%-966.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $751 | $1,930-61.1% | $2,574-70.8% | $2,631-71.5% |
| Participant deferral / active EE | $4,975 | $2,928+69.9% | $3,961+25.6% | $4,212+18.1% |
| Admin fee / account holder | $8,224 | $3,877+112.1% | $5,028+63.5% | $7,344+12.0% |