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 | $69,768 | $74,927-6.9% | $101,794-31.5% | $84,808-17.7% |
| Participation rate | 75.7% | 61.4%+14.3pp | 69.2%+6.5pp | 68.3%+7.4pp |
| Annual return | 16.34% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,059 | $1,522-30.4% | $2,289-53.7% | $2,631-59.7% |
| Participant deferral / active EE | $5,813 | $3,099+87.6% | $4,084+42.3% | $4,212+38.0% |
| Admin fee / account holder | $2,783 | $6,514-57.3% | $8,777-68.3% | $7,344-62.1% |