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 6-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 | $70,196 | $109,413-35.8% | $156,263-55.1% | $84,808-17.2% |
| Participation rate | 94.6% | 72.7%+21.9pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 17.14% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,787 | $2,907+64.7% | $4,333+10.5% | $2,631+81.9% |
| Participant deferral / active EE | $11,200 | $4,590+144.0% | $6,158+81.9% | $4,212+165.9% |
| Admin fee / account holder | $3,139 | $9,357-66.5% | $14,255-78.0% | $7,344-57.3% |