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 9-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 | $59,133 | $73,933-20.0% | $96,683-38.8% | $75,163-21.3% |
| Participation rate | 77.4% | 66.4%+11.0pp | 74.3%+3.1pp | 67.2%+10.2pp |
| Annual return | 14.47% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.2pp |
| Employer contribution / active EE | $7,902 | $2,928+169.9% | $3,737+111.5% | $2,670+196.0% |
| Participant deferral / active EE | $3,427 | $3,659-6.3% | $4,878-29.8% | $4,125-16.9% |
| Admin fee / account holder | $3,216 | $5,216-38.4% | $6,730-52.2% | $5,651-43.1% |