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 6-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 | $74,192 | $138,347-46.4% | $184,203-59.7% | $80,856-8.2% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.1pp | 67.6%+15.1pp |
| Annual return | 14.03% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,585 | $4,850-46.7% | $6,427-59.8% | $2,755-6.2% |
| Participant deferral / active EE | $6,880 | $7,071-2.7% | $9,131-24.7% | $4,296+60.2% |
| Admin fee / account holder | $3,201 | $10,483-69.5% | $13,901-77.0% | $6,918-53.7% |