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 8-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 | $68,887 | $77,503-11.1% | $100,391-31.4% | $80,856-14.8% |
| Participation rate | 81.3% | 76.9%+4.3pp | 81.5%-0.2pp | 67.6%+13.6pp |
| Annual return | 13.91% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,942 | $2,801+112.2% | $3,942+50.8% | $2,755+115.7% |
| Participant deferral / active EE | $11,605 | $6,820+70.2% | $8,082+43.6% | $4,296+170.2% |
| Admin fee / account holder | $1,761 | $5,897-70.1% | $7,899-77.7% | $6,918-74.5% |