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 4-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 | $63,420 | $60,022+5.7% | $88,946-28.7% | $84,808-25.2% |
| Participation rate | 72.4% | 57.8%+14.6pp | 68.8%+3.6pp | 68.3%+4.1pp |
| Annual return | 18.74% | 22.43%-3.7pp | 57.82%-39.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,748 | $1,703+120.1% | $2,555+46.7% | $2,631+42.4% |
| Participant deferral / active EE | $8,624 | $3,114+177.0% | $4,581+88.3% | $4,212+104.8% |
| Admin fee / account holder | $1,361 | $4,811-71.7% | $8,261-83.5% | $7,344-81.5% |