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 | $55,393 | $109,881-49.6% | $150,045-63.1% | $84,808-34.7% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 19.53% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,823 | $3,561-48.8% | $4,693-61.1% | $2,631-30.7% |
| Participant deferral / active EE | $10,836 | $6,636+63.3% | $7,997+35.5% | $4,212+157.3% |
| Admin fee / account holder | $9,818 | $8,568+14.6% | $13,435-26.9% | $7,344+33.7% |