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 | $61,728 | $89,753-31.2% | $107,525-42.6% | $84,808-27.2% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 16.97% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,436 | $3,113-21.7% | $3,754-35.1% | $2,631-7.4% |
| Participant deferral / active EE | $7,635 | $4,056+88.2% | $5,116+49.2% | $4,212+81.3% |
| Admin fee / account holder | $4,879 | $7,222-32.4% | $8,919-45.3% | $7,344-33.6% |