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 8-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 | $66,050 | $109,881-39.9% | $150,045-56.0% | $84,808-22.1% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 19.12% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $4,617 | $3,561+29.7% | $4,693-1.6% | $2,631+75.5% |
| Participant deferral / active EE | $7,349 | $6,636+10.7% | $7,997-8.1% | $4,212+74.5% |
| Admin fee / account holder | $3,134 | $8,568-63.4% | $13,435-76.7% | $7,344-57.3% |