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 | $69,158 | $81,460-15.1% | $103,333-33.1% | $80,856-14.5% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 16.35% | 25.55%-9.2pp | 24.88%-8.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,322 | $3,105+39.2% | $3,868+11.7% | $2,755+56.9% |
| Participant deferral / active EE | $6,680 | $3,869+72.7% | $5,057+32.1% | $4,296+55.5% |
| Admin fee / account holder | $997 | $6,566-84.8% | $8,355-88.1% | $6,918-85.6% |