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 7-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 | $78,967 | $148,978-47.0% | $200,582-60.6% | $84,808-6.9% |
| Participation rate | 86.5% | 84.2%+2.3pp | 86.9%-0.3pp | 68.3%+18.2pp |
| Annual return | 18.57% | 28.16%-9.6pp | 42.33%-23.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,967 | $4,815+3.1% | $6,419-22.6% | $2,631+88.8% |
| Participant deferral / active EE | $4,740 | $7,142-33.6% | $9,331-49.2% | $4,212+12.5% |
| Admin fee / account holder | $2,818 | $13,977-79.8% | $16,305-82.7% | $7,344-61.6% |