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 | $56,438 | $80,673-30.0% | $101,326-44.3% | $84,808-33.5% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 17.28% | 38.95%-21.7pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,977 | $2,698+47.4% | $3,665+8.5% | $2,631+51.2% |
| Participant deferral / active EE | $7,774 | $6,840+13.7% | $7,994-2.7% | $4,212+84.6% |
| Admin fee / account holder | $10,525 | $12,784-17.7% | $11,185-5.9% | $7,344+43.3% |