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 | $58,742 | $95,266-38.3% | $82,389-28.7% | $142,382-58.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 12.48% | 25.74%-13.3pp | 28.67%-16.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,498 | $2,991-16.5% | $2,517-0.8% | $4,299-41.9% |
| Participant deferral / active EE | $5,627 | $4,809+17.0% | $4,155+35.4% | $6,507-13.5% |
| Admin fee / account holder | $4,536 | $8,563-47.0% | $7,231-37.3% | $12,624-64.1% |