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 | $67,019 | $92,985-27.9% | $153,485-56.3% | $80,856-17.1% |
| Participation rate | 92.6% | 69.0%+23.6pp | 77.1%+15.5pp | 67.6%+25.0pp |
| Annual return | 27.92% | 19.95%+8.0pp | 15.65%+12.3pp | 35.59%-7.7pp |
| Employer contribution / active EE | $2,827 | $3,507-19.4% | $5,039-43.9% | $2,755+2.6% |
| Participant deferral / active EE | $6,106 | $5,178+17.9% | $6,757-9.6% | $4,296+42.1% |
| Admin fee / account holder | $3,093 | $8,880-65.2% | $12,724-75.7% | $6,918-55.3% |