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 | $71,313 | $78,672-9.4% | $109,143-34.7% | $85,850-16.9% |
| Participation rate | 87.1% | 68.3%+18.8pp | 75.9%+11.2pp | 69.3%+17.7pp |
| Annual return | 18.77% | 25.09%-6.3pp | 25.75%-7.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $3,679 | $2,735+34.5% | $3,722-1.2% | $2,565+43.4% |
| Participant deferral / active EE | $7,577 | $3,467+118.5% | $4,653+62.8% | $3,952+91.7% |
| Admin fee / account holder | $3,058 | $5,469-44.1% | $6,752-54.7% | $6,260-51.2% |