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 | $66,581 | $60,892+9.3% | $82,389-19.2% | $84,808-21.5% |
| Participation rate | 87.1% | 63.3%+23.8pp | 69.5%+17.6pp | 68.3%+18.8pp |
| Annual return | 19.03% | 37.29%-18.3pp | 28.67%-9.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,923 | $1,779+120.5% | $2,517+55.9% | $2,631+49.1% |
| Participant deferral / active EE | $7,648 | $3,179+140.6% | $4,155+84.1% | $4,212+81.6% |
| Admin fee / account holder | $979 | $5,467-82.1% | $7,231-86.5% | $7,344-86.7% |