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 8-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 | $69,375 | $95,803-27.6% | $113,168-38.7% | $84,808-18.2% |
| Participation rate | 98.1% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.8pp |
| Annual return | 18.03% | 25.00%-7.0pp | 24.27%-6.2pp | 40.90%-22.9pp |
| Employer contribution / active EE | $5,675 | $2,360+140.5% | $2,975+90.7% | $2,631+115.7% |
| Participant deferral / active EE | $9,761 | $4,242+130.1% | $5,107+91.1% | $4,212+131.8% |
| Admin fee / account holder | $7,340 | $8,989-18.3% | $12,068-39.2% | $7,344-0.1% |