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 8-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 | $69,212 | $86,929-20.4% | $102,423-32.4% | $80,856-14.4% |
| Participation rate | 86.8% | 72.4%+14.5pp | 76.5%+10.4pp | 67.6%+19.2pp |
| Annual return | 21.05% | 18.88%+2.2pp | 29.32%-8.3pp | 35.59%-14.5pp |
| Employer contribution / active EE | $4,406 | $2,369+86.0% | $3,023+45.7% | $2,755+59.9% |
| Participant deferral / active EE | $7,191 | $4,118+74.6% | $5,053+42.3% | $4,296+67.4% |
| Admin fee / account holder | $1,561 | $8,049-80.6% | $9,451-83.5% | $6,918-77.4% |