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 | $61,176 | $77,899-21.5% | $149,673-59.1% | $75,163-18.6% |
| Participation rate | 82.7% | 65.6%+17.1pp | 78.8%+3.9pp | 67.2%+15.5pp |
| Annual return | 18.24% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,103 | $3,137-1.1% | $4,818-35.6% | $2,670+16.2% |
| Participant deferral / active EE | $7,140 | $3,411+109.3% | $5,680+25.7% | $4,125+73.1% |
| Admin fee / account holder | $1,487 | $5,956-75.0% | $13,210-88.7% | $5,651-73.7% |