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 | $57,568 | $81,248-29.1% | $155,509-63.0% | $80,856-28.8% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.4pp | 67.6%+30.0pp |
| Annual return | 12.49% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,216 | $3,100-28.5% | $4,672-52.6% | $2,755-19.5% |
| Participant deferral / active EE | $4,957 | $3,452+43.6% | $5,626-11.9% | $4,296+15.4% |
| Admin fee / account holder | $3,103 | $7,997-61.2% | $15,912-80.5% | $6,918-55.2% |