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 | $71,504 | $109,881-34.9% | $150,045-52.3% | $84,808-15.7% |
| Participation rate | 81.6% | 76.1%+5.5pp | 82.3%-0.7pp | 68.3%+13.3pp |
| Annual return | 18.81% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,598 | $3,561+57.2% | $4,693+19.3% | $2,631+112.8% |
| Participant deferral / active EE | $10,316 | $6,636+55.5% | $7,997+29.0% | $4,212+144.9% |
| Admin fee / account holder | $5,113 | $8,568-40.3% | $13,435-61.9% | $7,344-30.4% |