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 4-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 | $60,452 | $94,625-36.1% | $116,228-48.0% | $84,808-28.7% |
| Participation rate | 73.8% | 70.4%+3.4pp | 74.6%-0.7pp | 68.3%+5.5pp |
| Annual return | 14.82% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,579 | $2,347-32.7% | $2,994-47.3% | $2,631-40.0% |
| Participant deferral / active EE | $3,085 | $3,972-22.3% | $4,953-37.7% | $4,212-26.7% |
| Admin fee / account holder | $1,571 | $10,091-84.4% | $11,989-86.9% | $7,344-78.6% |