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 4-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 | $72,718 | $77,314-5.9% | $177,989-59.1% | $80,856-10.1% |
| Participation rate | 77.2% | 65.7%+11.5pp | 77.1%+0.1pp | 67.6%+9.6pp |
| Annual return | 13.52% | 18.09%-4.6pp | 294.48%-281.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,652 | $2,292+15.7% | $3,949-32.8% | $2,755-3.7% |
| Participant deferral / active EE | $5,807 | $4,411+31.7% | $6,276-7.5% | $4,296+35.2% |
| Admin fee / account holder | $1,433 | $7,191-80.1% | $10,363-86.2% | $6,918-79.3% |