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 | $58,969 | $109,881-46.3% | $150,045-60.7% | $84,808-30.5% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.0pp | 68.3%+17.1pp |
| Annual return | 18.47% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,812 | $3,561-49.1% | $4,693-61.4% | $2,631-31.1% |
| Participant deferral / active EE | $9,166 | $6,636+38.1% | $7,997+14.6% | $4,212+117.6% |
| Admin fee / account holder | $1,839 | $8,568-78.5% | $13,435-86.3% | $7,344-75.0% |