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 | $67,437 | $87,870-23.3% | $113,168-40.4% | $74,304-9.2% |
| Participation rate | 83.5% | 70.7%+12.7pp | 76.6%+6.9pp | 60.3%+23.1pp |
| Annual return | 22.79% | 26.44%-3.7pp | 24.27%-1.5pp | 29.43%-6.6pp |
| Employer contribution / active EE | $2,553 | $2,277+12.1% | $2,975-14.2% | $2,241+13.9% |
| Participant deferral / active EE | $5,543 | $4,241+30.7% | $5,107+8.5% | $3,767+47.1% |
| Admin fee / account holder | $3,456 | $3,368+2.6% | $12,068-71.4% | $2,969+16.4% |