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 | $57,942 | $79,449-27.1% | $189,557-69.4% | $85,850-32.5% |
| Participation rate | 80.0% | 66.0%+14.0pp | 78.4%+1.6pp | 69.3%+10.7pp |
| Annual return | 15.94% | 18.45%-2.5pp | 64.17%-48.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,593 | $2,081+120.7% | $4,412+4.1% | $2,565+79.1% |
| Participant deferral / active EE | $7,433 | $4,051+83.5% | $6,174+20.4% | $3,952+88.1% |
| Admin fee / account holder | $603 | $5,377-88.8% | $9,807-93.8% | $6,260-90.4% |