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 | $75,077 | $109,881-31.7% | $150,045-50.0% | $84,808-11.5% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.0pp | 68.3%+2.0pp |
| Annual return | 31.68% | 28.25%+3.4pp | 62.55%-30.9pp | 40.90%-9.2pp |
| Employer contribution / active EE | $4,823 | $3,561+35.4% | $4,693+2.8% | $2,631+83.3% |
| Participant deferral / active EE | $7,367 | $6,636+11.0% | $7,997-7.9% | $4,212+74.9% |
| Admin fee / account holder | $3,753 | $8,568-56.2% | $13,435-72.1% | $7,344-48.9% |