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 | $61,181 | $109,881-44.3% | $150,045-59.2% | $84,808-27.9% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 15.11% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,523 | $3,561-1.1% | $4,693-24.9% | $2,631+33.9% |
| Participant deferral / active EE | $8,893 | $6,636+34.0% | $7,997+11.2% | $4,212+111.2% |
| Admin fee / account holder | $9,213 | $8,568+7.5% | $13,435-31.4% | $7,344+25.5% |