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 9-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 | $66,909 | $80,968-17.4% | $96,544-30.7% | $75,163-11.0% |
| Participation rate | 92.1% | 71.8%+20.3pp | 76.0%+16.1pp | 67.2%+24.9pp |
| Annual return | 16.00% | 27.06%-11.1pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,747 | $2,282-23.4% | $2,965-41.1% | $2,670-34.6% |
| Participant deferral / active EE | $5,394 | $3,928+37.3% | $4,851+11.2% | $4,125+30.8% |
| Admin fee / account holder | $8,186 | $6,724+21.7% | $8,252-0.8% | $5,651+44.9% |